Assistant Client Advisor

HELICAP SECURITIES PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A financial services company in Singapore is seeking a Sales Associate to manage client relationships with institutional and high-net-worth investors. The successful candidate will ensure superior client service, support business development initiatives, and coordinate investor events. Candidates should hold a bachelor’s degree in Business or Finance and have at least 3 years of experience in wealth management.

Qualifications

• 3+ years of experience in the wealth management industry.
• Experience in a Fintech lending platform is a bonus.

Responsibilities

• Ensure superior client service for the investor experience.
• Maintain, analyze, and enhance client data.
• Support new business development initiatives globally.
• Prepare marketing decks and presentation materials.
• Manage workflow and enhance user experience on the platform.
• Plan and coordinate investor events.

Skills

Interpersonal skills

Communication skills

Attention to detail

Team player

Self-motivation

Adaptability

Education

Bachelor’s degree in Business or Finance

Job description

Overview

Job Description: Helicap is looking for an ambitious candidate to contribute significantly to the Sales team. You will work closely with our sales, product and investment teams, and the goal is to manage our client relationships with institutional and HNWI investors globally. The role is special – you will report directly to the Director of Sales and the CEO of Helicap Securities.

Responsibilities

• Ensure superior client service to contribute to the overall investor experience with Helicap.
• Maintain, analyse, and enhance client data and conversions.
• Support and execute new business development initiatives globally.
• Provide excellent administrative support to the Sales and Marketing team.
• Preparation of marketing decks, presentation materials, DDQs and memorandums.
• Manage the workflow and assist with enhancing and improving the user experience of Helicap’s investor portal platform, www.helicap.com.
• Plan and coordinate investor events for client engagement.

Qualifications

• Bachelor’s degree in Business or Finance related discipline
• At least 3 years of working experience in the wealth management industry
• Excellent interpersonal, communication and client interfacing skills
• Meticulous, strong attention to detail
• Self-motivated, passionate and a good team player
• Ability to thrive in a fast-paced environment and remain empathetic, passionate and resilient
• Love a fast-paced work environment with close relationships with co-workers
• Prior experience in a Fintech lending platform performing sales and business development is a bonus