Client Accounts Manager

2 weeks ago


Singapore ADDX Full time
Client Accounts Manager (Structured Products)

Join to apply for the Client Accounts Manager (Structured Products) role at ADDX

Client Accounts Manager (Structured Products)

3 months ago Be among the first 25 applicants

Join to apply for the Client Accounts Manager (Structured Products) role at ADDX

Who are we?
We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team's belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.

  • We have built the world's first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
  • ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
  • The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
  • We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
Who are we?
We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team's belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.
Why join us?
  • We have built the world's first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
  • ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
  • The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
  • We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we've been waiting for you at ADDX.
ADDX is looking for a highly driven and client-focused Client Account Manager with a strong background in structured products to join our team. This role combines financial market expertise, strategic thinking, and a client-first mindset, making it perfect for individuals passionate about investment products and relationship management.
Responsibilities
Client Acquisition : Build a strong pipeline of accredited investors, educating them on the value of ADDX's investment opportunities in private markets, structured products , and investment alternatives.
Client Relationship Management : Foster long-term relationships with key clients, ensuring their investment needs—especially related to structured products —are met with tailored solutions.
Strategic Business Development : Work alongside the Head of Consumer Group to gather feedback, identify client opportunities, and improve the overall client experience, with a particular focus on structured product offerings.
Client Support : Provide responsive support to clients, managing inquiries and escalations with efficiency, particularly regarding structured products .
Market Insights : Stay on top of market trends and client-specific dynamics related to structured products and other investment solutions to drive new business opportunities.
Collaboration : Work with cross-functional teams like sales, marketing, and operations to ensure client needs related to structured products are understood and addressed.
Risk Management & Compliance : Ensure all client relationships adhere to financial regulations and compliance standards, especially when dealing with structured products .
Continual Learning : Participate in training to keep knowledge of structured products and financial markets current, applying best practices to client interactions.
Requirements
Education : Bachelor's Degree in Business, Marketing, Finance, or a related field.
Experience : 3-4 years in client account management, investment advisory, or related fields (finance, wealth management, fintech). Strong experience in structured products is required.
Network : A strong network of mass affluent and high-net-worth individuals is a plus.
Investment Knowledge : Extensive experience in both traditional and alternative investments, with a deep understanding of structured products (e.g., structured notes, derivatives, etc.), private markets, and hedge funds.
Client Execution : Familiarity with client execution processes for structured products and other investment types.
Interpersonal Skills : Excellent communication and relationship-building skills with clients at all levels.
Problem-Solving : Strong analytical skills with the ability to find creative solutions for complex challenges, particularly in structured product design and investment strategies.
CRM Proficiency : Familiarity with CRM software (Salesforce experience preferred).
Financial Acumen : Strong knowledge of financial markets, investment products—including structured products —or trading platforms.
Entrepreneurial Mindset : Ability to adapt to fast-changing environments with a proactive, hands-on approach.
Due to our limited capacity, we regret that only shortlisted candidates will be notified.Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development

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