Client Relationship Manager - Investments
Client Relationship Manager - Investments
Posted on :
09-11-2024
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1 Vacancy
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Job Description
Working hours: Mon to Fri 9:30am to 6:30pm
We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate Shipping and Private credit funds.
Role Description
This is a fulltime onsite role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients needs and keep uptodate with market trends and industry news.
This is mainly a sales role and candidates should possess below requirements.
Candidate must already have a pool of accredited investors.
At least some form of experience in investment management financial planning portfolio management or related fields
Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
Excellent communication skills including both verbal and written
Strong knowledge of the financial market trends investment products and strategies
Bachelor s degree in Finance Economics or related field.
Client Relationship Manager - Investments
Education
Degree / diploma
Employment Type
Full Time
Key Skills
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