Fund Investment Manager

5 days ago

Singapore WOW STAFFING Full time

About Our Client Our client is a prestigious financial banking institution, committed to delivering exceptional service and personalised advisory to valued clients. Principal Responsibilities Proactively source and develop new business through prospecting, networking, referrals, and personal contacts. Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients' goals and investment profiles. Provide comprehensive financial planning and advisory services to meet customer needs. Deliver exceptional client experiences while meeting defined service and performance metrics. Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance. Process operational transactions accurately and in line with audit and statutory requirements. Analyse customer feedback to identify service or process improvements. Provide insights to product teams for enhancing product competitiveness. Collaborate with the policy in-force team to maintain accurate policy information. Requirements Diploma/Degree holder; relevant customer service experience preferred. Fresh graduates and candidates with proven sales track records are welcome to apply. Strong interpersonal and communication skills, adaptable, and eager to learn. Results-driven, with the ability to excel in both customer service and sales in a fast-paced environment. What's on Offer A strategic, high-impact contract role with exposure to a purpose-driven investment portfolio. Collaboration with executive leadership and opportunities to influence portfolio growth. Flexible contract arrangements suitable for senior professionals. Exposure to regional markets and innovative sectors.

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