Client Portfolio Manager, Equity - Bedok

Role Summary

This role is pivotal in driving the strategic initiatives of the Equity business, in particular managing the Equity solutions offering and client relationships. The individual will report to the Head of Equities.

• Represent the Equity 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.

• Bachelor’s degree in finance, economics or a relevant discipline
• Preferably a CFA charter holder

• 7 to 10 years of relevant experience in investment management, with a focus on client-facing roles
• Strong knowledge of the financial markets, investment principles, Equity portfolio management and performance attribution principles
• Proven track record in managing institutional and retail client relationships
• Excellent analytical, decision-making, communication, negotiation and interpersonal skill
• Team player who embraces a collaborative and open working culture that matches Fullerton’s core values
• Ability to work under pressure and proactively seeking ways to add value, embracing new responsibilities