Client Partnership Specialist (Contract)

Role Summary

This is a Client Partnership contract role reporting to the Head of Client Partnership. The individual will be part of the Client Partnership team under the Business Development group. This position will be based in Singapore.

Key Duties and Responsibilities

• Be part of the Client Partnership team to support client servicing function to global intermediary clients
• Facilitate client account opening/ onboarding/ offboarding process, distribution agreement reviews, completion of fund setup forms
• Support on-going periodic Client Due Diligence (CDD) review
• Provide sales support to the Business Development teams including updating of presentation materials, information and data collation, etc
• Assist in ad hoc projects as assigned within the wider Business Development Group
• Provide back-up support to Client Partnership - Reporting Team, where needed
• Automate repetitive workflow using AI, Microsoft VBA, Python, etc

Education Qualification

• Degree or equivalent

Experience and Skills

• Minimum 2 years of experience in fund management, banking or finance industry, preferably in client-servicing/ client-related role
• Good communication skills, with experience in client engagement or interaction with internal stakeholders professionally
• Detail-oriented with basic understanding of investment management
• Team player who embraces a collaborative and open working culture
• Strong in Excel, Word and Powerpoint
• Knowledge in AI, Microsoft VBA, Python and other programming language