Senior Client Account Manager
2 weeks ago
Who are we?
- We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team's belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.
Why join us?
- We have built the world's first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
- ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with bluechip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasekowned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
- We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we've been waiting for you at ADDX.
Summary
- The Senior Client Account Manager will focus on the B2C client segment, playing a crucial role in maintaining and expanding our client relationships. This role will manage a large portfolio of clients, ensuring their investment needs are met and concerns are shared with the Consumer Group team, while also identifying opportunities for growth.
Key responsibilities
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Client relationship management:Build and maintain strong relationships with top decile clients, serving as their primary point of contact. Understand their investment needs, objectives, and challenges to provide tailored solutions and meet their needs.
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Account growth**: Identify opportunities from a client portfolio perspective to develop strategies. Present feedback, new proposals and suggest product ideas to meet client needs.
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Client support: Provide prompt and effective support to clients, addressing inquiries, resolving issues, and managing escalations.
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Strategic planning**: Develop account plans and strategies to maximize client retention and satisfaction. Understand industry trends, competitive landscape, and client-specific dynamics to proactively identify opportunities and mitigate risks.
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Cross-functional collaboration: Collaborate closely with internal teams, including sales, digital marketing, product, and operations, to align on client needs, ensure consistent messaging, and drive customer success. Share client feedback and insights regularly to inform product enhancements and service improvements.
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Risk management: Ensure compliance with financial regulatory and compliance standards when conducting regulated activities and managing client relationships.
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Adherence to financial regulations and standards**: Attend mandatory training sessions and workshops conducted by LRC to ensure and enhance understanding and utilization of our products and services. Be aware of financial industry, best practices, trends.
Requirements:
- Bachelor's degree in business administration, marketing, or a related field. An equivalent combination of education and experience may be considered.
- 58 years' experience in client account management, relationship management or investment advisory, preferably in a finance, brokerage, wealth management, asset management or insurance industry. Experience in a fintech or digital solutions a plus.
- Network of existing mass affluent and high networth individuals would be a big advantage.
- Strong experience in investment products across traditional and alternative spaces including private markets, hedge funds, etc.
- Strong understanding of the client execution processes across different product classes would be a big advantage.
- Strong interpersonal and communication skills, with the ability to build rapport, influence, and negotiate with clients at various levels.
- Excellent problemsolving and decisionmaking abilities. Demonstrates capability to analyse complex situations, identify solutions, and drive results.
- Ability to work independently and manage multiple client accounts simultaneously. Highly organized, detailoriented, and able to prioritize tasks effectively.
- Proficiency in CRM software and other relevant tools. Experience with Salesforce or similar platforms is desirable.
- Knowledge of financial markets, investment products, or trading platforms is crucial to being successful in this role.
- An entrepreneurship mindset, handson personality, with the flexib
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