
Client Relationship
4 days ago
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.
This is mainly a sales role and candidates should possess below requirements.
• \tCandidate must already have a pool of accredited investors.
• \tAt least some form of experience in investment management, financial planning, portfolio management or related fields
• \tProven record of effectively guiding clients through investment processes while managing expectations will be preferred.
• \tExcellent communication skills, including both verbal and written
• \tStrong knowledge of the financial market trends, investment products and strategies
• \tBachelor's degree in Finance, Economics or related field.
Working hours:
Mon to Fri, 9:30am to 6:30pm
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