Client Relationship Manager

4 weeks ago


Singapore Allwin Fund Management Pte. Ltd. Full time

Key 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.



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