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Client Portfolio Manager at Manulife - ApplyBlast

Client Portfolio Manager

Manulife

2 months ago

3.9 on Glassdoor

Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

Hybrid

Full Time

Senior

0 applicants

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About this role

The Client Portfolio Manager serves as a key bridge between investment professionals, distribution teams, and clients, delivering exceptional client experiences through clear communication of investment strategies and market insights. The role supports client engagement and business development activities, including meetings, presentations, and portfolio reviews, while strengthening client relationships and showcasing the firm's capabilities. Additionally, the position involves conducting research on foreign exchange and macroeconomic trends to provide actionable commentary and recommendations.

Responsibilities

Articulate investment performance and strategy to internal and external clients
Develop marketing collateral and investment commentaries with marketing teams
Conduct research on foreign exchange and macro economy trends

Skills

Qualifications

CFACAIA

About Manulife

manulife.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

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Manulife is a leading financial services group. We provide financial advice, insurance, as well as wealth and asset management solutions for individuals, groups and institutions.