Client Relationship Executive

Aurum Gravis; Singapore; On-site; Full time

Job summary

A financial services company in Singapore is seeking an Investment Client Relationship Executive. This full-time role focuses on managing a portfolio of clients, identifying new business opportunities, and developing tailored investment solutions. The ideal candidate should possess excellent communication skills in both English and Mandarin, and a Bachelor's degree in Finance or Economics. Fresh graduates with a strong interest in finance are encouraged to apply. A proven ability to manage client expectations will be an advantage.

Qualifications

• Strong knowledge of investment products and strategies.
• Proven record of guiding clients through investment processes.
• Prior experience in investment management or financial planning is an advantage.

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 (English and Mandarin)

Knowledge of financial market trends

Client management

Education

Bachelor’s degree in Finance, Economics or related field

Job description

This is a full-time on-site role for an Investment Client Relationship Executive located in Singapore. The Investment Client Relationship Executive 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 Executive 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, both in English and Mandarin.
• Strong knowledge of the financial market trends, investment products and strategies.
• Bachelor’s degree in Finance, Economics or related field.

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