Sales & Investment Asociate

2 weeks ago


Singapore CORNERSTONE ADVISERS PTE. LTD. Full time

Sales Responsibilities:

- **Client Relationship Management**:Building trust and rapport with clients, understanding their financial needs and goals, and providing ongoing support.
- **Sales Lead Generation**:Identifying potential clients and generating leads through networking, referrals, and market research.
- **Client Presentations and Proposals**:Preparing and presenting investment proposals and marketing materials to clients.
- **Sales Support**:Assisting with client queries, resolving issues, and ensuring a positive customer experience.

Investment Responsibilities:

- **Investment Opportunity Sourcing and Evaluation**:Identifying and evaluating potential investments, conducting due diligence, and preparing financial models.
- **Financial Modeling and Analysis**:Creating and maintaining financial models, analyzing financial data, and forecasting investment performance.
- **Investment Strategy Development**:Assisting in developing and implementing investment strategies based on market analysis and client needs.
- **Investment Monitoring and Reporting**:Tracking the performance of existing investments, preparing reports for senior management and clients, and identifying areas for improvement.
- **Due Diligence**:Conducting thorough due diligence on potential investments, including financial analysis, legal review, and market research.



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