Client Relationship - Investments

FLINTEX CONSULTING PTE. LTD.; Singapore; On-site; SGD 70,000 - 90,000; Full time

Job summary

A leading family office in Singapore seeks an Investment Client Relationship professional. This full-time on-site role involves managing client portfolios, identifying new business opportunities, and collaborating to develop tailored investment solutions. Candidates should possess a network of accredited investors and experience in investment or financial planning.

Qualifications

• Experience in investment management, financial planning, or portfolio management.
• Proven record in guiding clients through investment processes.
• Ability to identify new business opportunities.

Responsibilities

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

Skills

Communication skills

Knowledge of financial market trends

Client relationship management

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Job description

We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to investment into our Real Estate, Shipping and Private credit funds.

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 our 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 candidates should possess below requirements.

• Candidate must already have a pool of accredited investors.

• At least some form of experience in investment management, financial planning, portfolio management or related fields

• Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.

• Excellent communication skills, including both verbal and written

• Strong knowledge of the financial market trends, investment products and strategies

• Bachelor’s degree in Finance, Economics or related field.

Working hours:

Mon to Fri, 9:30am to 6:30pm