High-Net-Worth Client Portfolio Manager with Corporate Secretary Expertise

6 hours ago


Singapore SEEDROCK ASIA PTE. LTD. Full time
Job Title: High-Net-Worth Client Portfolio Manager with Corporate Secretary ExpertiseCompany Overview

Established in 2018 as a family office and external asset manager, SEEDROCK ASIA PTE. LTD. has rapidly grown into a prominent player in Singapore's financial landscape.

In 2020, we achieved a significant milestone, attaining over US$250M AUM. Since then, our current AUM stands at over US$400M.

We assist high net-worth individuals and families navigate the ever-changing macro-economic landscape.

Estimated Salary Range: $80,000 - $120,000 per annumJob Description

As a High-Net-Worth Client Portfolio Manager with Corporate Secretary expertise, you will be responsible for managing a portfolio of high-net-worth clients, providing personalized financial solutions.

You will assist Relationship Managers in managing client relationships and collaborate with other departments to ensure seamless service delivery.

Your tasks will include preparation of financial analysis and position trackers, supporting administrative tasks related to account opening and client servicing.

You will also handle corporate secretarial duties, including company incorporation, strike off, drafting of directors' and shareholders' resolutions, and lodgements with ACRA.

Requirements
  • Poly fresh grad with diploma in Accounting, Business, or a related field.
  • Experience in handling full sets of accounts.
  • Detail-oriented with strong analytical and problem-solving abilities.
  • Ability to work effectively in a fast-paced environment.
Why Choose Us?

We serve the top 5% of the industry's clients, offering valuable experience in wealth management services.

Our young and closely-knitted team strives to provide quality wealth management services to ultra-high net worth clients.



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