Job Responsibilities
- Manage and service a portfolio of private clients, ensuring a high standard of relationship support
- Identify new business opportunities to help expand the client base
- Work closely with internal teams to develop and present investment solutions tailored to clients needs
- Stay updated on market developments, investment trends, and industry news to provide relevant insights
- Support the overall client experience through efficient coordination and communication
Job Requirements
- Individuals who already maintain relationships with Accredited Investors (AI) will have a strong advantage, though this is not a strict requirement.
- Candidates without an existing AI network are welcome you will receive structured guidance and support to help you build your client portfolio.
- Background in investment advisory, real estate fund investment is beneficial, but the role is also open to those newer to the industry.
- Demonstrated experience in supporting clients through investment journeys and managing expectations will be viewed favourably.
- Solid understanding of market developments, investment instruments, and broader financial concepts.
- A degree in Finance, Economics, Business, or a related discipline
Apply online or feel free to contact me directly at [Confidential Information] for more information about this opportunity.
We regret to inform that only shortlisted candidates will be notified.
Appreciate your understanding. Candidates require visa need not to apply.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R1546253
EA Personnel Name: Pang Yew Ming Malcolm
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