Client Accounts Manager

ADDX; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services platform in Singapore is looking for a Client Account Manager to drive client acquisition and relationship management. The ideal candidate will have 3-4 years of experience in sales or financial services, possess strong communication skills, and be passionate about private markets. This role involves building trust with accredited investors and enhancing the digital client experience.

Qualifications

• 3–4 years of experience in sales, account management, or investment advisory.
• Background in financial services, wealth management, or fintech preferred.
• Demonstrated success in client acquisition.

Responsibilities

• Proactively identify and acquire new accredited investors.
• Build trusted relationships with clients.
• Identify strategic partnership opportunities.

Skills

Client acquisition

Relationship management

Sales

Problem-solving

Interpersonal skills

Education

Bachelor’s degree in Business, Finance, Marketing, or related field

Tools

CRM tools like Salesforce

Job description

Who are we?

We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.

Why join us?

• We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
• ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue‑chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS‑CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
• The full‑service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
• We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.

We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we’ve been waiting for you at ADDX.

About the Role:

ADDX is seeking a sales‑driven and purpose‑led Client Account Manager with up to 4 years of experience in financial services or fintech. This role is ideal for individuals with a strong foundation in sales and client relationship management, who are passionate about private markets and alternative investments.

As a Client Account Manager, you will cultivate relationships with accredited investors, manage a diverse client portfolio, and help drive user adoption of ADDX’s investment platform. You’ll also play a key role in providing feedback to continuously enhance our digital client experience.

Key Responsibilities:

1. Client Acquisition

Proactively identify and acquire new accredited investors who align with ADDX’s mission and investment philosophy.

Drive sales through consultative selling, outbound outreach, and targeted campaigns.

2. Relationship Management

Build trusted relationships with clients, particularly top‑tier investors, acting as their main point of contact.

Understand client objectives and provide tailored investment solutions.

3. Business Development

Identify strategic partnership and referral opportunities to expand ADDX’s client base.

Share client insights to influence product, marketing, and platform strategies.

4. Client Success & Support

Provide responsive and high‑quality client support.

Troubleshoot issues and ensure investor satisfaction across the investment journey.

5. Market Insight & Strategy

Stay informed on market trends and investment opportunities, particularly in the private markets space.

Use industry knowledge to anticipate client needs and provide proactive advice.

6. Cross‑functional Collaboration

Work with teams across product, marketing, operations, and compliance to improve the client experience.

Feed insights back into product development and user journey enhancements.

7. Risk & Compliance

Uphold regulatory standards and participate in ongoing training and compliance initiatives.

Requirements:

• Bachelor’s degree in Business, Finance, Marketing, or related field.
• 3–4 years of experience in sales, account management, relationship management, or investment advisory.
• Background in financial services, wealth management, fintech, or investment platforms strongly preferred.
• Demonstrated success in client acquisition and growing investor relationships.
• Exposure to traditional and alternative investment products (e.g., private equity, hedge funds, structured products).
• Familiarity with client execution processes and investment compliance requirements.
• Strong interpersonal and communication skills, with an ability to influence and build rapport with high net‑worth individuals.
• Self‑starter with strong problem‑solving skills and the ability to work independently.
• Proficiency in CRM tools like Salesforce is a plus.
• Entrepreneurial mindset and willingness to adapt in a fast‑paced, evolving environment.

Due to our limited capacity, we regret that only shortlisted candidates will be notified.