Client Services Associate

LUCA SGP; Singapore; On-site; SGD 55,000 - 85,000; Full time

Job summary

LUCA SGP is expanding its client services across Asia, focusing on relationships with institutional investors and wealth-management partners. The Client Services Associate will support the Chief Commercial Officer and Business Development team with client outreach, marketing materials, and post-investment reporting.

The role involves coordinating client follow-ups, ensuring confidentiality in communications, and helping to tailor investment solutions for high-net-worth clients and family

Qualifications

• Degree in finance, economics, business, or related field.
• Experience as an assistant relationship manager or RM in private banks.
• Knowledge of financial markets and applicable regulatory frameworks.
• Proficiency in Chinese with strong written and presentation skills.
• Able to thrive in a fast-paced, entrepreneurial environment.

Responsibilities

• Support development and maintenance of regional pipeline of potential distribution partners.
• Assist in expanding LUCA’s distribution network and coordinate outreach.
• Provide client servicing and relationship support with confidentiality.
• Collaborate with internal teams to develop marketing materials and investment solutions.
• Support sales and marketing activities including roadshows, webinars, and conferences.

Skills

Relationship management

Client engagement

Communication

Negotiation

Self-motivation

Education

Finance degree

Economics degree

Business degree

Tools

Microsoft Excel

PowerPoint

Word

Job description

LUCA SGP is a MonetaryAuthority of Singapore (MAS)-licensed fund management company based in Singapore. We specialize in delivering customized privatemarket solutions tailored to the needs of wealth management clients.Our platform enablespartners to enhance operational efficiency, deepen client engagement, and deliver personalized investment experiences for high-net-worth individuals and family offices.

About the Role

The Client Services Associate will play a key role in expanding the firm's presence across Singapore, Japan and the rest ofAsia. The candidate will provide administrative and client support to the Chief Commercial Officerand Business Development team in identifying new business opportunities, cultivating relationships with institutional investors, and enhancing the firm’s strategic partnerships. Responsibilities would include the preparation and dissemination of marketing materials, coordinating client follow-ups, and client servicing support across the dealsubscription process and post-investment reporting, etc. The candidate will report directly to the Chief Commercial Officer of LUCA SGP.

Key Responsibilities

• Support the development and maintenance of a strongregional pipeline of potential distribution partners acrossEast Asia (Hong Kong, Japan,Korea, Taiwan) and Southeast Asia (Singapore, Indonesia, Malaysia, Thailand), with a focus on, but not limited to, private banks, singleand multi-family offices and securities firms.
• Assist in expanding LUCA’s distribution networkby identifying and coordinating outreach to potential clients and supporting ongoing engagement with existing distribution partners, including gathering client requirements and assisting in aligning LUCA’s products with client needs to provide tailored investment solutions.
• Provide client servicing and relationship support, ensuring a high level of confidentiality and integrity in handling client communications, documentation, and reporting.
• Collaborate with internal teams – including investment research, product development, and compliance – to supportthe creation of marketing materials in response to clientneeds, and the development of customized investment solutions.
• Support the executionof sales and marketing strategies, including roadshows, investor presentations, webinars, and conferences through logistics coordination, materials preparation, and follow-up.
• Ensure full compliance with internal policiesand external regulatory requirements, maintaining the firm’scommitment to ethical and transparent business practices.
• Work closelywith the Singapore and Japan teamsto support revenueobjectives and key performance indicators (KPIs) while contributing to the execution of the firm’s overall growth strategy.
• Assist operations team, if needed.

Qualifications

• A good university degreein finance, economics, business, or a related field.Relevant industry experience may be considered in place of a degree in these fields on a case-by-case basis.
• Experience as an assistant relationship manager, or relationship manager in a private banks.
• Solid foundational knowledge of financial markets, investment products, and applicable regulatory frameworks, as well as familiarity with alternative investments, will be a plus.
• Proven abilityto build and manage relationships with distribution channelsfor financial products.
• Proficiency in Chinese, with strong written and presentation skills,will be a significant advantage as some of our clients understand minimal English.
• Self-motivated and driven, able to thrivein a fast-paced, entrepreneurial environment with minimal supervision.
• Strong interpersonal, communication, and negotiation skills to engage effectively with clients and partners.
• Ability to adapt to evolving business environments and client needs.
• Proficiency in MicrosoftOffice Suite (Excel, PowerPoint, Word).
• Only shortlisted candidates will be notified.