Client Relationship
1 week ago
Working hours: Mon to Fri, 9:30am to 6:30pm
We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.
Role Description
This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients' needs, and keep up-to-date with market trends and industry news.
Requirements
This is mainly a sales role and candidates should possess below requirements.
•Candidate must already have a pool of accredited investors.
•At least some form of experience in investment management, financial planning, portfolio management or related fields
•Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
•Excellent communication skills, including both verbal and written
•Strong knowledge of the financial market trends, investment products and strategies
•Bachelor’s degree in Finance, Economics or related field.
Tell employers what skills you have
Excellent Communication Skills
Financial Planning
Investments
Contract Management
Targeting
Economics
Numerical Analysis
Business Strategy
Investment Management
Research Skills
Portfolio Management
Real Estate
Directing
Shipping
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