Client Advisor
2 weeks ago
**About the company**
Raintree is Singapore based External Asset Manager with a Capital Market Services license issued by the Monetary Authority of Singapore (MAS). Raintree was founded by a team of seasoned investment managers who hailed from one of the largest Discretionary Portfolio Management team in Asia and was designed to be a platform for investors seeking competent, independent, and comprehensive solutions for their investment needs.
**Roles & Responsibilities**
- Primary focus in Southeast Asia markets
- Serve as the main contact for clients on their accounts and investment needs.
- Understanding and keeping updated with clients' needs and circumstances
- Serving as a communication bridge between the firm, custodian banks and the clients
- Developing investment solution customised to each client's unique needs
- Together with the firm's investment team, advised clients on investment products and services to help them make informed decisions.
- Manage client inquiries, complaints, and feedback professionally and follow up to ensure resolution.
- Stay informed on industry trends, product knowledge, and best practices to better serve clients.
**Job Requirement**:
- Minimum of 5 years of experience in a similar capacity from a reputable bank
- Bachelor's degree, preferably with majors related to finance and investment
- Team player
- Proficiency in negotiation and conflict resolution.
- Strong organisational and time management skills.
- Adaptable with a proactive problem-solving approach.
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