Client Relationship

AURUM GRAVIS PTE. LTD.; Serangoon Garden Circus; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking an Investment Client Relationship to manage and service client portfolios. The role involves identifying business opportunities and developing tailored investment solutions. Ideal candidates are proficient in English and Mandarin, possess a bachelor's degree in a related field, and may have some experience in investment management. Fresh graduates with a strong interest in finance are also encouraged to apply.

Qualifications

• Candidates must be legally allowed to work in Singapore.
• Experience in investment management or financial planning preferred.
• Fluency in English and Mandarin is essential.

Responsibilities

• Manage and service a portfolio of clients.
• Identify new business opportunities to grow the client base.
• Develop investment solutions tailored to clients' needs.

Skills

Excellent communication skills

Strong knowledge of financial market trends

Ability to manage client expectations

Education

Bachelor's degree in Finance, Economics or related field

Job description

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 Aurum Gravis Pte Ltd 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 position is only open for candidates who are already legally allowed to work in Singapore. Unqualified candidates will not be considered at all.

• Candidate with an existing pool of accredited investors (AI) are highly qualified encouraged to apply, as this will be an advantage.
• However, we also welcome applicants who do not have an existing AI pool; training and support will be provided to help you build your network and client base.
• Prior experience in investment management, financial planning, or portfolio management is an advantage, but not required. Fresh graduates and those with a strong interest in related fields are encouraged to apply.
• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
• Excellent communication skills, including both verbal and written, in both English and Mandarin.
• Strong knowledge of the financial market trends, investment products and strategies.
• Bachelor's degree in Finance, Economics or related field.