Investment Solutions Specialist
1 month ago
We are a family office for a local ship bunker in Singapore, expanding our investment arm to cater to High Net Worth individuals and institutions seeking Real Estate, Shipping, and Private credit funds.
Role DescriptionThis is a full-time on-site role for an Investment Client Relationship Manager located in Singapore. The ideal candidate will be responsible for managing and servicing a portfolio of clients, identifying new business opportunities to grow the client base, and collaborating with other teams to develop customized investment solutions aligned with clients' needs.
Key Responsibilities- Manage and maintain relationships with existing clients, ensuring their investment goals are met while exploring potential for growth.
- Source and engage with new clients, presenting tailored investment opportunities to meet their unique requirements.
- Collaborate with internal teams to design and implement bespoke investment strategies that cater to diverse client needs.
In this dynamic sales-focused role, candidates should possess:
Essential Requirements- A strong network of accredited investors.
- Experience in investment management, financial planning, or related fields.
- A proven track record of guiding clients through investment processes while maintaining realistic expectations.
Desirable skills include excellent communication skills, both written and verbal, as well as a solid understanding of market trends and investment products. A Bachelor's degree in Finance, Economics, or a related field is also preferred.
The estimated salary for this role is SGD 80,000 - SGD 120,000 per annum, depending on experience and qualifications.
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Investment Solutions Specialist
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