Client Portfolio Manager, Equity

Full time
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Job Details

Employment Type

Full time

Salary

0.00 USD

Valid Through

Aug 31, 2025

Job Description

Role SummaryThis role is pivotal in driving the strategic initiatives of the Equity business, in particular managing the Equity solutions offering and client relationships. The role will be based in Singapore and the individual will report to the Head of Equities. Key Duties and ResponsibilitiesRepresent the Equities team at clients’ portfolio reviews, new business initiatives discussions, regular updates to distributors and end clients, thereby a key contributor to the business effort in maintaining and increasing asset under management. Represent the firm at client events and conferences to enhance the firm’s visibility and reputation with speaking engagements.

Develop and maintain strong, long-term relationships with clients by understanding their investment needs and objectives. Prepare and deliver detailed investment reports and presentations on investment process, portfolio performance, market outlook and investment strategies for clients and internal stakeholders. Lead projects to incorporate AI in the automation of reports and commentaries. Lead projects to conduct thorough market research to identify investment opportunities in collaboration with Investment Group, Sales and Product Development teams. Collaborate with Investment Group, Sales and Marketing teams to develop and execute business development strategies.

Stay updated on the peers’ landscape, regulatory developments and industry best practices to ensure the firm is well placed to adapt to a constantly evolving environment.

Education QualificationBachelor’s degree in finance, economics, Mathematics or a relevant disciplinePreferably a CFA charterholderRequirementsMinimum 7 years of experience in investment management, with a focus on client-facing rolesStrong knowledge of the financial markets, investment principles, Equity portfolio management and performance attribution principlesProven track record in managing institutional and retail client relationshipsExcellent analytical, decision-making, communication, negotiation and interpersonal skillsGood team player who embraces a collaborative and open working culture that matches Fullerton’s core valuesAbility to work under pressure and meet deadlines

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