Relationship Manager

5 days ago


Singapore CW ASSET MANAGEMENT PTE. LTD. Full time

With a good relationship with an investor, regular catch-up with investors to keep them updated on what’s happening with their investments.
- Conduct market and data analysis on target companies and their related industries, including studying financial reports and executing 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 reports on existing investments and track progress.
- To assist the marketing team in various corporate events and promotions.
- To assist in the 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 Banking and preference from the private banking sector.
- Knowledge of the financial industry is an advantage.
- Outstanding analytical competence, dedication to details and accuracy, and good financial modeling skills.
- Excellent confidence with a highly motivated communicator.
- Strong drive to learn.


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