Client Relationship Investments

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profile Job Location:

Singapore - Singapore

profile Monthly Salary: SGD 7000 - 10000
profile Experience Required: 1-3years
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 full-time on-site 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 up-to-date 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 - Investments

Education

Degree / diploma

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 DescriptionThis is a full-time on-...
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Key Skills

  • Business Development
  • Sales Experience
  • Loyalty Marketing
  • Portfolio Management
  • Wealth Management
  • Financial Services
  • Algebra
  • Territory Management
  • Banking
  • Relationship Management
  • Customer relationship management
  • Geometry