Customer Relationship Manager

5 days ago


Singapore CW ASSET MANAGEMENT PTE. LTD. Full time

**Roles & Responsibilities**:

- With a good relationship with an investor, regular catchup with investors keep them updated on what’s happening with their investments.
- Conduct market and data analysis on target companies and their related industries, including the study of financial reports, and execution of in-depth due diligence on key stakeholders.
- Stay updated on the latest news and developments, understand how it could affect ongoing/upcoming investments, and provide alternate solutions.

**Job Scope**:

- Managing and monitoring portfolios.
- Conduct the KYC reports
- Deliver performance report on existing investments and track progress.
- To assist marketing team in various corporate events and promotion.
- To assist in annual/periodic review of investors' accounts.
- To assist in the preparation of documents for the new listing.
- To onboard new Accredited Investors and Institutional Investors.
- To book-build for new deals.
- Meet new investors.

**Key Requirements**:

- Professional qualifications with CPA, ACCA or relevant professional qualifications preferred.
- 5+ years' experience in external, internal auditing, preferably gained from from Big 4 Accounting firms.
- Knowledge in industry is an advantage.
- Outstanding analytical competence, dedication to details and accuracy, and good financial modelling skill.
- Excellent and confident with highly motivated communicator.
- Strong drive to learn.



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