client portfolio manager

Shift HR LLC

<div><p><b>Portfolio Manager, Private Client Group</b></p>
<p>
Join our firm! Our firm values your skills, your growth is encouraged, and your work truly makes a difference! If you thrive in a professional yet welcoming environment and want to be part of a boutique, employee-owned wealth management firm with a 40-year track record of success, this is your moment!</p>
<p><b>
Why You&rsquo;ll Love This Role</b></p>
<div>
You will help us grow! This position is primarily responsible for working with DAC&rsquo;s Private Client Group&rsquo;s high-net-worth clientele. The PM will serve as the client portfolio expert in all matters pertaining to DAC&rsquo;s investment management of assigned/developed private client group relationships and their accounts. Additionally, this role will be responsible for actively managing the SMA and/or Model Delivery requirements of existing private client relationships as well as supporting the establishment of new ones. The PM will also support and contribute to the success of the Investment Management Group and participate in DAC&rsquo;s Investment Committee.</div><br>
<p>
</p><p><b>What You&rsquo;ll Do</b></p>
<ul><li> Support and enhance business relationships and opportunities within Private Client Group by:</li></ul>
<ul><li> Maintain a deep understanding of philosophies, processes, and history underlying DAC strategies.</li></ul>
<ul><li> Interact with and provide in-depth information regarding DAC&rsquo;s management of assigned client portfolios (proactively and reactively) to ensure assigned clients are well versed in our investment capabilities and investment portfolios to meet client objectives and risk tolerances.</li></ul>
<ul><li> Maintain regular communications with assigned clients and respond to requests; assist with updating assigned client investment objectives; assist with maintaining new and existing assigned client relationships.</li></ul>
<ul><li> Evaluate the performance of assigned client portfolios and ensure compliance standards are being met.</li></ul>
<ul><li> Work with and respond to client advisors to further expand existing private client relationships and/or other new business development opportunities; provide exceptional client service.</li></ul><br>
<p></p>
<p><b>
Actively manage assigned Private Client Group relationships by</b>:</p><br>
<p></p>
<ul>
<li>Implementing day-to-day portfolio and cash management, trading, rebalancing, and model delivery activities necessary to ensure all private client accounts are in proximate alignment with their respective DAC strategy models and client objectives; collaborate with Client Advisors, Client Services and Investment Committee to ensure best practices are being met; maintain and update procedural documentation.</li></ul><br>
<p></p>
<p><b>
Qualifications</b></p>
<ul><li> Bachelor's degree and completion or progress toward CFA&reg; Level III are required; an advanced degree in Finance or Accounting is a plus</li></ul>
<ul><li> 10 years of relevant industry experience, including a solid grasp of portfolio analysis and construction, investment performance metrics and a proven ability to diagnose and communicate problems and solutions effectively.
</li></ul><ul><li> Proficient with financial modeling and discounted cash flow analysis</li></ul>
<ul><li> Proficient in Word, Excel, and PowerPoint</li></ul>
<ul><li> Working knowledge of FactSet and/or Bloomberg</li></ul>
<ul><li> Strong communication skills, both written and verbal</li></ul>
<ul><li> Flexible and team-oriented, with the ability to pivot from one task to another with minimal supervision</li></ul>
<ul><li> Self-motivated and entrepreneurial, with a demonstrated passion for investing</li></ul>
<ul><li> Intellectual curiosity with an ability to engage in thoughtful debates over the merits of an investment.</li></ul><br>
<p></p>
<p><b>
Dividend Assets Capital offers a comprehensive benefits package to support your health, wealth, and overall well-being.</b></p></div>

Portfolio Manager, Private Client Group

IDFC FIRST Bank

<div>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Job Requirements
  <br/>
  <br/>
 </strong>
 <strong>
  Role/ Job Title:
 </strong>
 Relationship Manager - Current Account
 <br/>
 <br/>
 <strong>
  Function/ Department:
 </strong>
 Branch Banking
 <br/>
 <br/>
 <strong>
  Job Purpose
  <br/>
  <br/>
 </strong>
 The role includes managing assigned client portfolio to ensure superior service delivery leading to cross sell. It would include CASA Build up as per branch targets, improving product holding per customer through cross sell of all banking products, acquiring new clients and managing the walk-in clients. The role entails managing all cash, routine transactions for bank customers including fund transfer, accepting deposits &amp; withdrawals, and managing deliverables.
 <br/>
 <br/>
 <strong>
  Roles &amp; Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   CASA values build up and new client acquisition.
  </li>
  <li>
   Ensure effective client engagement leading to cross sell.
  </li>
  <li>
   Increase in 'Product holding per customer' within mapped portfolio.
  </li>
  <li>
   Ensure all the clients engaged are profiled and presented with suitable banking products.
  </li>
  <li>
   Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance &amp; Investment solutions, Retail and SME Loans and relevant banking programs.
  </li>
  <li>
   Ensure monthly operating plan is met to improve scorecard and decile rankings.
  </li>
  <li>
   Coordinate with respective relationship managers for closure of business loans, working capital, POS, CMS, trade transactions generated through client engagement.
  </li>
  <li>
   Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
  </li>
  <li>
   Custodian of the branch vault, manage vault limits, cash, and non-cash transactions.
  </li>
  <li>
   Ensure Nil instances of cash shortage or excess at teller counter.
  </li>
  <li>
   Updating the key registers regularly and reviewing branch reports like end of day (EOD) cash position report LTR, Instruments issued etc.
  </li>
  <li>
   Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, reconciliation and maintenance of suspense accounts register as per the required format.
  </li>
  <li>
   Ensure strict adherence to the bank policies and compliance.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Secondary Responsibilities
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Perform audit and ensure compliance to internal and external regulations and guidelines.
  </li>
  <li>
   Provide best in-class customer service to all clients to become their primary banker.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Education Qualification
  <br/>
  <br/>
 </strong>
 Graduation: Any
 <br/>
 <br/>
 Post-graduation: Any
</div>


Relationship Manager-Current Account

Raymond James

<div><p><b>Job Description Summary
</b></p>Under minimal supervision, the Collateral Monitoring Manager will support activities relating to collateral portfolio risk management with the Raymond James Bank (RJB) securities backed lending loan portfolio. Collateral Monitoring Manager will be responsible for day-to-day management of the securities backed loan collateral portfolio monitoring function. The role may serve as a department liaison with the bank business analysts for reporting functions relating to SQL data queries. The role will manage junior staff. The Collateral Monitoring Manager will be responsible for establishing and administering procedures to monitor and mitigate risk for the securities backed collateral portfolio. Perform a variety of tasks requiring evaluation, originality, or ingenuity in making decisions. Serves as RJB subject matter expert for pledged securities collateral. Regular contact with internal clients is required to obtain, clarify, or provide facts and information and/or identify, research, and resolve problems.
<p></p><div><div><div><div><div><div><div><p><b>Job Description
</b></p></div></div></div></div></div></div></div><p><b>Essential Duties and Responsibilities
</b></p><ul><li>Serves as a subject matter expert and owner of the securities backed loan portfolio risk management and monitoring process
</li><li>Manages and develops junior staff
</li></ul><ul><li>Responsible for monitoring intraday concentrated equities via internal template with Bloomberg or Thompson Reuters for RJB securities backed lending portfolio
</li></ul><ul><li>Ensure accurate completion of daily, weekly, monthly and quarterly reporting functions and appropriate record retention
</li></ul><ul><li>Compile and manipulate portfolio data and create reports used in senior management meetings
</li></ul><ul><li>Review daily collateral calls and may contact branch/FA as needed
</li></ul><ul><li>Oversight of the coding of eligible securities with RJ Operations
</li></ul><ul><li>Provides subject matter expertise and guidance for initiatives related to collateral monitoring
</li></ul><ul><li>Manage the process for loan workouts including demands and terminations
</li></ul><ul><li>Perform UAT testing as appropriate
</li></ul><ul><li>Monitors high risk accounts and responsible for tracking and follow up
</li></ul><ul><li>Responsible for the creation and delivery of compliance and accounting records and reports, as required by senior management and regulatory agencies
</li></ul><ul><li>Handles escalations related to collateral and makes risk-based recommendations
</li></ul><ul><li>Maintains existing policies and procedures
</li><li>Identifies process and policy efficiencies to balance risk management with client/FA experience
</li></ul><ul><li>Performs other duties and responsibilities as assigned
</li></ul><ul><li>Assists with special projects, as required
</li></ul><p></p><p><b>Knowledge of
</b></p><ul><li>Margin regulations including Reg U and Reg T lending practices and liquidation processes
</li></ul><ul><li>Advanced knowledge of general securities industry including both public and private investment products
</li></ul><ul><li>Enterprise securities risk management practices including volume, ratings, bulk holdings (bank and firm), fundamental analysis and common volatility metrics
</li></ul><ul><li>Bloomberg and Thompson Reuters functions and corresponding MS Excel formula syntax
</li></ul><ul><li>Intermediate Excel knowledge and skills including macro creation and experience with VBA
</li><li>Writing and running SQL server queries and compiling large amounts of data
</li><li>Intermediate Tableau knowledge and skills
</li><li>Firm enterprise data management systems and policies
</li></ul><ul><li>Intermediate level concepts, practices and procedures of retail loan processing and documentation
</li></ul><ul><li>Intermediate principles of banking and finance
</li></ul><ul><li>Financial markets and products
</li></ul><p></p><p><b>Skill in
</b></p><p></p><ul><li>Data analysis
</li><li>Preparing records and reports
</li></ul><ul><li>Performing routine to moderately complex loan/collateral calculations
</li></ul><ul><li>Operating standard office equipment and using required software applications
</li></ul><ul><li>Reviewing and interpreting loan documentation and terms
</li></ul><p></p><p><b>Ability to
</b></p><ul><li>Analyze securities collateral for eligibility and overrides
</li><li>Review and prepare reporting needed to monitor portfolio risk
</li></ul><ul><li>Interpret and apply policies.
</li></ul><ul><li>Attend to detail while maintaining a big picture orientation.
</li></ul><ul><li>Partner with other functional areas to accomplish objectives
</li></ul><ul><li>Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
</li></ul><ul><li>Communicate effectively, both orally and in writing
</li></ul><ul><li>Work independently as well as collaboratively within a team environment
</li></ul><ul><li>Handle stressful situations and provide a high level of client service in a calm and professional manner
</li></ul><ul><li>Establish and maintain effective working relationships
</li></ul><p></p><div><div><div><div><div><div><div><p><b>Education
</b></p></div></div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><p><b>Work Experience
</b></p></div></div></div></div></div></div></div>General Experience - More than 15 years
<p></p><div><div><div><div><div><div><div><p><b>Certifications
</b></p></div></div></div></div></div></div></div><p></p><p><b>Travel
</b></p>Less than 25%
<p></p><p><b>Workstyle
</b></p>Remote
<p></p><div>At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
<br>
We expect our associates at all levels to:
<br>
<ul><li>Grow professionally and inspire others to do the same
</li><li>Work with and through others to achieve desired outcomes
</li><li>Make prompt, pragmatic choices and act with the client in mind
</li><li>Take ownership and hold themselves and others accountable for delivering results that matter
</li><li>Contribute to the continuous evolution of the firm
</li></ul><br>
At Raymond James &ndash; as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
</div><p></p>#LI-AT1</div>

Director, Collateral Monitoring Manager – RJB, Private Client Banking

Jazz

<div>
 <strong>
  Grade Level:
 </strong>
 L3
 <br/>
 <br/>
 <strong>
  Location:
 </strong>
 Nationwide (Karachi/Lahore/Islamabad)
 <br/>
 <br/>
 <strong>
  Last date to apply:
 </strong>
 July 22nd 2025
 <br/>
 <br/>
 What is
 <strong>
  Regional Corporate Account Manager?
  <br/>
  <br/>
 </strong>
 The Regional Corporate Account Manager is a customer-centric leadership role focused on strengthening client relationships and delivering exceptional account management at a regional level. This role ensures consistent execution of national strategies while keeping client needs at the center, leading a regional team to drive value, retention, and service excellence.
 <br/>
 <br/>
 The role reports directly to the Head of Corporate Account Management and leads a team of Corporate Account Management Experts across the region.
 <br/>
 <br/>
 What does the
 <strong>
  Regional Corporate Account Manager
 </strong>
 do?
 <br/>
 <br/>
 <ul>
  <li>
   Lead and coach a team of Corporate Account Management Experts to drive performance on recovery, churn, product usage, and client engagement
  </li>
  <li>
   Execute regional account management strategy in line with national direction, ensuring consistency in standards and service delivery
  </li>
  <li>
   Manage relationship mapping and account planning across the regional client portfolio
  </li>
  <li>
   Build and maintain strong relationships with key enterprise clients to ensure satisfaction, retention, and long-term value
  </li>
  <li>
   Ensure timely and structured reporting, governance, and resolution of escalations within the region
  </li>
  <li>
   Collaborate with cross-functional teams including Product, Marketing, Technology, and Customer Experience to deliver seamless client solutions
  </li>
  <li>
   Oversee accurate and up-to-date account profiling to support deeper product adoption and solution alignment
   <br/>
   <br/>
  </li>
 </ul>
 Jazz is an equal opportunity employer. We celebrate, support, and thrive on diversity and are committed to creating an inclusive environment for all employees.
 <br/>
 <br/>
 What are we looking for and what does it require to be
 <strong>
  Regional Corporate Account Manager
 </strong>
 ?
 <br/>
 <br/>
 <ul>
  <li>
   Bachelor's or Master's degree in Business, Sales, or a related field
  </li>
  <li>
   6+ years of experience in B2B sales or account management, with at least 2 years in a leadership or client portfolio management role
  </li>
  <li>
   Strong team management, communication, and relationship-building skills
  </li>
  <li>
   Proven experience in executing sales strategies and delivering results in a complex, fast-paced environment
  </li>
  <li>
   Ability to drive cross-functional alignment and ensure operational excellence
  </li>
  <li>
   Strong commercial acumen and analytical skills to track performance and identify growth opportunities
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Why Join Jazz?
  <br/>
  <br/>
 </strong>
 As one of the leading employers in the country, Jazz epitomizes the philosophy that each Jazz employee is passionately living a better every day inspired and enabled by visionary leadership, a unique professional culture, a flourishing lifestyle, and continuous learning and development.
 <br/>
 <br/>
 Our core values include qualities essential for a positive organizational culture - truthfully guiding entrepreneurial and innovative mindsets, harnessing professional and interpersonal collaboration, and fostering across-the-board customer-obsession.
 <br/>
 <br/>
 As one of the largest private sector organizations in Pakistan, our objective is to continue to change the lives of our 75+ million customers for the better. This is an opportunity for someone who wants to be part of something transformative, someone who can play a critical role in driving our success. Together, we can empower millions more with the tools necessary to progress in an increasingly digital economy.
</div>


Regional Corporate Account Manager (Multiple Locations)

AmarainMigrates

<p>Consultant</p><p><b>Location:</b> Dubai, United Arab Emirates</p><p><b>Salary:</b> AED 3,000 - 5,000 per month</p><p><b>Job Description:</b></p><p>We are seeking a motivated and results-oriented Consultant to join our dynamic team. The ideal candidate will be responsible for managing a portfolio of clients, negotiating with creditors, and providing effective management solutions. This role requires strong communication and negotiation skills, as well as a solid understanding of the financial landscape in the UAE.</p><p><b>Key Responsibilities:</b></p><ul><li>Manage and service a portfolio of client debt accounts.</li><li>Communicate with clients to understand their financial situation and provide tailored advice.</li><li>Negotiate with financial institutions and creditors on behalf of clients to achieve favorable repayment plans.</li><li>Develop and implement effective strategies.</li><li>Maintain accurate and detailed records of all client interactions and transactions.</li><li>Stay updated on market trends and regulations in the UAE's financial sector.</li><li>Achieve and exceed monthly targets.</li></ul><p><b>Qualifications:</b></p><ul><li>Proven sales experience of at least 1 year.</li><li>Experience in financial sector in Dubai is highly preferred.</li><li>Strong understanding of financial products, credit cards, and personal loans.</li><li>Excellent negotiation, communication, and interpersonal skills.</li><li>Ability to work independently and as part of a team.</li><li>Problem-solving and decision-making skills.</li><li>Fluency in English is essential; proficiency in Arabic is a plus.</li></ul><p>Job Types: Full-time, Permanent</p><p>Pay: AED3,000.00 - AED5,000.00 per month</p><p>Experience:</p><ul><li>UAE: 1 year (Preferred)</li></ul><p>Language:</p><ul><li>English (Preferred)</li></ul>

Consultant

Qoolize

<div>
 <p>
  <strong>
   About us
  </strong>
  ✨
 </p>
 <p>
  Qoolize is a leading provider of A2P SMS, eSIM, Global Internet Access, and Voice solutions, empowering businesses of any size, in any location, to borderless communication. People are at the heart of everything we do, which is reflected in our human resources model, recruitment processes and culture.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About the role
  </strong>
 </p>
 <p>
  Location: Wherever you are 🌍
 </p>
 <p>
  Reporting to: Manager Global Messaging and CPaaS
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What we offer
  </strong>
 </p>
 <p>
  Competitive salary package: Stay motivated with a salary that matches your skills and dedication
 </p>
 <p>
  Work-life harmony: An annual leave allowance of 25 vacation days plus public holidays (regardless of your location), and a remote work policy, giving you the freedom to find your ideal work-life balance
 </p>
 <p>
  Career progression: Learning and development budgets and programs that allow you to advance your skills, grow, and pursue your dream career
 </p>
 <p>
  Culture: A dynamic work environment, and a talented and passionate team that thrives on pushing each other and celebrating successes together
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   What we expect from you
  </strong>
 </p>
 <p>
  Embrace, and contribute to our company culture and become a core part of our team
 </p>
 <p>
  Bring fresh perspectives and ideas to our projects and processes
 </p>
 <p>
  Approach challenges head-on and solve problems before they arise
 </p>
 <p>
  Communicate openly and transparently
 </p>
 <p>
  Grow with us and help us drive innovation
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job requirements
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Engineering (preferred), Business, Economics, or a related field
  </li>
  <li>
   2&ndash;4 years of experience in account management, client support, or a similar role within the telecom or IT sector
  </li>
  <li>
   Proven track record of managing client portfolios and resolving issues independently
  </li>
  <li>
   Strong communication, negotiation, and problem-solving skills
  </li>
  <li>
   Ability to analyze client performance data and provide strategic insights
  </li>
  <li>
   Excellent time management and organizational abilities, with the capacity to handle multiple priorities
  </li>
  <li>
   Fluency in English and Mandarin Chinese is required.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Responsibilities for this role include (but aren&rsquo;t limited to)
  </strong>
 </p>
 <ul>
  <li>
   Independently manage and grow relationships with assigned portfolio companies
  </li>
  <li>
   Oversee trading transactions, ensuring accuracy and timely execution
  </li>
  <li>
   Take ownership of client issues, providing effective solutions and ensuring long-term satisfaction
  </li>
  <li>
   Handle and resolve trouble tickets while proactively identifying recurring issues and proposing improvements
  </li>
  <li>
   Monitor and manage client payment processes in close collaboration with the finance team
  </li>
  <li>
   Provide regular performance updates, insights, and recommendations to the sales manager or leadership team
  </li>
  <li>
   Act as a key communication bridge with clients by delivering updates, gathering feedback, and anticipating future needs
  </li>
  <li>
   Develop a strong understanding of market trends and client expectations to support revenue growth and retention
  </li>
  <li>
   Contribute to process improvements and mentor junior team members when needed
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Our recruitment process
  </strong>
 </p>
 <p>
  Please note our recruitment process may vary depending on the role you&rsquo;re applying for. While the below are our general steps, some positions may involve modified or additional stages.
 </p>
 <p>
  <br/>
 </p>
 <p>
  Apply: Send us your application via LinkedIn or to hr@qoolize.com
 </p>
 <p>
  Cultural Fit: Get to know our People and Culture team, discuss shared goals, learn more about our culture and vision, and find out if we&rsquo;re a match
 </p>
 <p>
  Case Study/Skill Assessment: Demonstrate your skills with a practical task. This is your opportunity to showcase your expertise!
 </p>
 <p>
  Manager Interview: A final review with the hiring manager to ensure our expectations are aligned
 </p>
 <p>
  Offer: We extend an offer to you and look forward to welcoming you on-board!
 </p>
</div>


Account Manager (Mandarin Speaking)

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10000 client portfolio manager jobs NEAR_ME

Portfolio Manager, Private Client Group

Relationship Manager-Current Account

Director, Collateral Monitoring Manager – RJB, Private Client Banking

Regional Corporate Account Manager (Multiple Locations)

Regional Corporate Account Manager (Multiple Locations)

Consultant

Account Manager (Mandarin Speaking)