Client Relationship Manager

2 weeks ago


Singapur, Singapore ALLWIN FUND MANAGEMENT PTE. LTD. Full time

Roles & Responsibilities

  • Proactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals.
  • Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and potential clients' investment objectives.
  • Stay updated on financial market trends and developments to provide recommendations to clients.
  • Organize and participate in client meetings, presentations, and networking events to promote our services and expand our network.
  • Able to communicate, read, and write Chinese is essential as the existing clients are mainly from China.

Qualifications:

  • Diploma or Bachelor's degree in Business, Finance, Marketing, or related field.
  • Demonstrated experience in sales, client relationship management, or similar roles within the financial services sector, real estate, insurance, or any client-oriented industry.

- Exceptional networking skills with strong contacts in the wealth management industry, among ultra-high net-worth individuals, and investors will be considered a significant advantage.

  • Outstanding communication and interpersonal skills, capable of effectively engaging with a diverse range of high-net-worth individuals.
  • Good understanding of the financial services industry, particularly investment products and services.
  • A proactive and results-oriented approach, with a strong commitment to meeting and exceeding sales targets.
  • Ability to work autonomously and as part of a team in a dynamic, fast-paced environment.

We Offer:

  • A competitive compensation package, including performance-based incentives.
  • Professional development opportunities and career growth.
  • Training and mentorship.


Tell employers what skills you have
  • Work Autonomously
  • Wealth Management
  • Excellent Communication Skills
  • Microsoft Excel
  • Interpersonal Skills
  • Relationship Management
  • Private Equity
  • Strategy
  • Adaptability
  • Networking
  • Communication Skills
  • Team Player
  • Customer Service
  • Financial Services


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