Client Relationship Manager

Responsibilities:

• Manage and service a portfolio of investment clients.
• Identify and pursue new business opportunities to grow the client base.
• Collaborate with internal teams to develop customized investment strategies.
• Stay informed on market trends and industry developments to provide timely insights.
• This is primarily a sales-focused role, ideal for someone who thrives in a client-facing environment and has a strong understanding of investment products and financial markets

Requirements:

• Must already have a pool of accredited investors.
• Prior experience in investment management, financial planning, portfolio management, or related fields.
• Proven ability to guide clients through investment processes while managing expectations.
• Excellent communication skills in English and Mandarin (verbal and written).
• Strong knowledge of financial market trends, investment products, and strategies.
• Bachelor's degree in Finance, Economics, or a related field.
• Only candidates legally eligible to work in Singapore will be considered.