Client Portfolio Manager, Asset Management

About the role

CITIC Securities International is looking for a dynamic, results-driven Client Portfolio Manager (CPM) to expand its institutional client base and investment capabilities in Singapore and the ASEAN markets. Depending on the candidate's background, the role will drive client acquisition, enhance investment solutions and/or diversify investment strategies. It involves deepening relationships with banks, insurance companies, corporates and large-scale investors, and supports the firm's global growth strategy.

Key responsibilities

• Design and execute a targeted sales and investment strategy to acquire and retain institutional clients, focusing on Singapore and ASEAN markets.
• Promote the firm's investment products, including equities, fixed income and multi-asset strategies.
• Analyse client portfolios in depth to align offerings with investment objectives, regulatory constraints and risk appetite.
• Monitor macroeconomic trends, regulatory changes and competitor activity to spot growth opportunities.
• Develop pitch books, thought leadership content and client-specific proposals.
• Maintain CRM tracking to optimise client engagement and pipeline management.
• Partner with investment, product and compliance teams to deliver client solutions.
• Report regularly to senior management on sales and investment metrics, client feedback and market penetration progress.

Required profile

• Bachelor's degree or above in Finance, Business, Economics or a related field.
• At least 3 years of institutional sales, CPM or Investment Specialist experience in asset management, private banking or investment services, with a track record serving Singapore, ASEAN and international clients.
• Existing network across banks, insurers, corporates or sovereign wealth funds is highly advantageous.
• Fluency in English and Mandarin (written and spoken).

Required skills

• Strategic mindset and entrepreneurial drive.
• Exceptional communication skills.
• Proficiency in CRM systems, Bloomberg and advanced PowerPoint/Excel is preferred.