Fund Manager Assistant and Marketing Manager

Premier Fiduciary Pte. Ltd.; Santo Niño 1st; On-site; PHP 3,953,000 - 6,423,000; Full time

Job summary

Premier Fiduciary Pte. Ltd. is seeking a highly organized and proactive Fund Manager Assistant & Marketing to support the Fund Manager in day-to-day fund management, family office matters, and business development.

The role covers coordination of 13O/13U family office structures, relationship management with clients, and marketing initiatives. You will assist with documentation, compliance, and meetings, while helping build client pipelines and coordinate with external advisers and partners.

Qualifications

• Diploma or Bachelor's degree in Finance, Business, Economics, Marketing, Accounting, or related discipline.
• Experience in fund management, asset management, family office, financial services or private banking is advantageous.
• Familiarity with Singapore's 13O/13U family office and fund structures would be an advantage.

Responsibilities

• Assist with administration and coordination of fund structures and family office arrangements.
• Coordinate with fund administrators, tax advisers, lawyers, accountants and other advisers.
• Prepare documentation, records, reports, and supporting materials.
• Support monitoring of compliance, reporting and administrative requirements.
• Assist with information for family office and investment meetings.
• Maintain records of family office and fund-related matters and follow up on actions.
• Build and maintain relationships with prospective investors, clients, intermediaries, family offices and business partners.
• Conduct market research to identify clients and opportunities; prepare proposals and presentations.
• Coordinate follow-ups with clients and business contacts and manage pipelines.
• Manage HubSpot CRM, email campaigns, newsletters, and client communications.

Skills

Fund management

Asset management

Business development

HubSpot CRM

HubSpot Marketing Hub

Communication skills

Microsoft Office

Education

Diploma or Bachelor’s in Finance/Business/Economics/Marketing/Accounting

Tools

HubSpot CRM

HubSpot Marketing Hub

Job description

Job Description & Requirements

We are seekinga highly organised, proactive, and commercially mindedFund Manager Assistant & Marketingto support the Fund Manager in day-to-dayfund management activities, family office matters, business development, andmarketing initiatives.

The role will involve coordination and administrative support relating to13O/13Ufamily office structures, assisting with investment and fund-related activities, maintaining relationships with clients and business partners, and supporting the firm's business development and marketing efforts.

The ideal candidate should have a strong interest in investments, financial services,family office structures, and business development, with excellent communication, coordination, and organisational skills.

Job Responsibilities

1. 13O/13U Family OfficeMatters

• Assist with the administration and coordination of matters relating to13O/13U fund structures and family office arrangements.
• Coordinate with external service providers, including fund administrators, tax advisers, lawyers, accountants, and other professional advisers.
• Assist in preparing and maintaining relevant documentation, records, reports, and supporting materials.
• Support the Fund Manager in monitoring ongoing compliance, reporting, and administrative requirements.
• Assist with preparation of information required for family office and investment-related meetings.
• Maintain proper records of family office and fund-related matters and follow up on outstanding actions.

2. Assisting Fund Manager

• Provide day-to-day administrative and operational support to the Fund Manager.
• Coordinate with external service providers, including fund administrators, tax advisers, lawyers, accountants, and other professional advisers.
• Coordinate meetings, calls, correspondence, and follow-ups with investors, clients, advisers, and business partners.
• Assist in preparing and maintaining relevant documentation, records, reports, and supporting materials.
• Assist with transaction-related documentation and coordination where required.
• Maintain proper records of fund-related matters and follow up on outstanding actions.
• Maintain confidentiality of sensitive investment, financial, and client information.

3. Business Development

• Assist in building and maintaining relationships with prospective investors, clients, intermediaries, family offices, and business partners.
• Conduct market research to identify potential clients, investment opportunities, and strategic partnerships.
• Assist with preparation of business proposals, pitch materials, presentations, and other client-facing documents.
• Prepare and send business proposals and coordinate follow-ups with prospective clients and business contacts.
• Coordinate follow-ups with prospective clients and business contacts.
• Maintain and update business development pipelines and contact databases.
• Attend networking events, industry meetings, and business functions when required.

4. HubSpot CRM

• Manage and maintain the firm'sHubSpot CRM, including contact records, company profiles, lead information, deal pipelines, and activity records.
• Maintain accurate and up-to-date prospect and client databases within HubSpot.
• Track and manage leads, enquiries, follow-ups, and business development opportunities through HubSpot.
• Assist with the creation and management ofHubSpot email marketing campaigns, newsletters, and client communications.
• Monitor campaign performance, engagement, and lead activity through HubSpot and prepare relevant reports for management.
• Ensure that all marketing and external communications are professional, accurate, and aligned with the firm's branding and applicable regulatory requirements.

Requirements

• Diploma or Bachelor's degree inFinance, Business, Economics, Marketing, Accounting, or a related discipline.
• Previous experience infund management, asset management, family office, financial services, private banking, or a related industrywould be advantageous.
• Familiarity withSingapore's 13O/13U family office and fund structureswould be an advantage.
• Experience usingHubSpot CRM, HubSpot Marketing Hub, or other CRM/marketing automation platformsis preferred.
• Strong interest in investments, financial markets, business development, and marketing.
• Excellent written and verbal communication skills.
• Strong organisational skills with good attention to detail.
• Proactive, resourceful, and able to manage multiple tasks and deadlines.
• Comfortable interacting with clients, investors, professional advisers, and business partners.
• Proficient in Microsoft Office, particularlyExcel and PowerPoint.
• Able to work independently while also supporting the wider team.
• High level of integrity, discretion, and professionalism when handling confidential information.