Associate / Assistant Manager, Client Solutions Office

LION GLOBAL INVESTORS LIMITED; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

A financial services firm in Singapore seeks a dedicated professional to manage client relationships, predominantly with large insurance institutions. The ideal candidate has a degree in finance or accounting, proficiency in tools like Microsoft Excel and Bloomberg, and a strong client-focused background. Responsibilities include facilitating client requests and conducting regular reviews. If you are a self-motivated team player, we encourage you to apply.

Qualifications

• Proven track record in client-focused environments, especially with large insurance institutions.
• Strong understanding of investments and operational activities in asset management.
• Ability to manage client relationships and solve inquiries effectively.

Responsibilities

• Act as main contact for client requests and inquiries.
• Prepare and conduct client review meetings with updates.
• Facilitate implementation of client-required strategies and instruments.

Skills

Client-focused service

Interpersonal communication

Organizational skills

Resourcefulness

Fluency in English

Education

Relevant Degree in finance or accountancy

Tools

Microsoft Excel

Microsoft PowerPoint

Bloomberg

Morningstar

VBA / Macro

Job description

Job Responsibilities:

• Understand and propose solutions to client’s request, bringing in subject matter experts from internal departments or external parties to assist where necessary
• Main point of contact for clients’ request and attend to clients' inquiries promptly
• Assist with account onboarding, maintenance and management of the client relationship, predominantly focusing on large insurance institutions
• Facilitate the implementation of new instruments and strategies requested by the client.
• Facilitate cash and securities transfers as well as other account management request from the client
• Prepare presentation materials and conduct regular client review meetings to provide timely updates regarding ongoing request(s)
• Customise and send client reports in accordance to clients’ requirements and timeline
• Handle other client solutions duties and ad-hoc projects as assigned

Job Requirements:

• A relevant Degree, preferably in finance or accountancy
• Proven track record of working within a client focused environment. Experience servicing large insurance institutions or operational background in asset management will be an added advantage
• Industry experience relating to the financial markets, asset management or securities services will be advantageous
• Knowledge in investments, derivative instruments and deep understanding of operational activities of asset management is mandatory
• Proficiency in Microsoft Office, particularly Excel and Powerpoint. Knowledge in VBA / Macro is essential
• Proficiency in Bloomberg and Morningstar will be useful
• Strong interpersonal and communication skills. Fluency in English is mandatory
• Ability to foster and maintain strong interpersonal internal and external relationships
• Demonstrate behaviours of being resourceful, organised, and paying attention to details
• Fast learner who is self-motivated and resourceful to resolve queries
• An excellent team player with a “can do” attitude

Other Information:

Lion Global Investors Limited is committed to equal employment opportunity. Our employment decisions are made based on job requirements and qualifications, and regardless of age, race, gender, religion, marital status, family responsibilities, or disability.

Please refer to our Data Protection Policy Statement on how we may collect, use and disclose your personal information. https://www.lionglobalinvestors.com/en/data-protection-policy-statement.html

Please be informed that only shortlisted candidates will be notified.