Fund Manager Assistant and Business Development

PREMIER FIDUCIARY PTE. LTD.; Singapore; On-site; SGD 65,000 - 90,000; Full time

Job summary

Premier Fiduciary Pte. Ltd. is seeking a highly organized Fund Manager Assistant & Marketing to support day-to-day fund management and family office activities.

The role includes coordinating 13O/13U family office structures, assisting with investment activities, and driving business development and marketing efforts, with emphasis on client relationships and professional communications.

Qualifications

• Diploma or bachelor's degree in finance, business, economics, marketing, or accounting.
• Experience in fund management, asset management, family office, or related finance.
• Familiarity with Singapore's 13O/13U family office and fund structures.
• Experience using HubSpot CRM/Marketing Hub or similar platforms.

Responsibilities

• Coordinate 13O/13U family office matters, fund structures, and related admin.
• Support the Fund Manager with daily fund management tasks and meetings.
• Develop and maintain investor/client relationships and drive business development.
• Manage HubSpot CRM, campaigns, and reporting to support marketing and outreach.

Skills

Communication skills

Organisational skills

Proactive mindset

Business development

Education

Diploma or Bachelor's degree in Finance/Business/Economics/Marketing/Accounting

Tools

HubSpot CRM

HubSpot Marketing Hub

Job description

Job Description & Requirements

We are seekinga highly organised, proactive, and commercially mindedFund Manager Assistant & Marketingto support the Fund Manager in day-to-dayfund management activities, family office matters, business development, andmarketing initiatives.

The role will involve coordination and administrative support relating to13O/13Ufamily office structures, assisting with investment and fund-related activities, maintaining relationships with clients and business partners, and supporting the firm's business development and marketing efforts.

The ideal candidate should have a strong interest in investments, financial services,family office structures, and business development, with excellent communication, coordination, and organisational skills.

Job Responsibilities

1. 13O/13U Family OfficeMatters

• Assist with the administration and coordination of matters relating to13O/13U fund structures and family office arrangements.
• Coordinate with external service providers, including fund administrators, tax advisers, lawyers, accountants, and other professional advisers.
• Assist in preparing and maintaining relevant documentation, records, reports, and supporting materials.
• Support the Fund Manager in monitoring ongoing compliance, reporting, and administrative requirements.
• Assist with preparation of information required for family office and investment-related meetings.
• Maintain proper records of family office and fund-related matters and follow up on outstanding actions.

2. Assisting Fund Manager

• Provide day-to-day administrative and operational support to the Fund Manager.
• Coordinate with external service providers, including fund administrators, tax advisers, lawyers, accountants, and other professional advisers.
• Coordinate meetings, calls, correspondence, and follow-ups with investors, clients, advisers, and business partners.
• Assist in preparing and maintaining relevant documentation, records, reports, and supporting materials.
• Assist with transaction-related documentation and coordination where required.
• Maintain proper records of fund-related matters and follow up on outstanding actions.
• Maintain confidentiality of sensitive investment, financial, and client information.

3. Business Development

• Assist in building and maintaining relationships with prospective investors, clients, intermediaries, family offices, and business partners.
• Conduct market research to identify potential clients, investment opportunities, and strategic partnerships.
• Assist with preparation of business proposals, pitch materials, presentations, and other client-facing documents.
• Prepare and send business proposals and coordinate follow-ups with prospective clients and business contacts.
• Coordinate follow-ups with prospective clients and business contacts.
• Maintain and update business development pipelines and contact databases.
• Attend networking events, industry meetings, and business functions when required.

4. HubSpot CRM

• Manage and maintain the firm'sHubSpot CRM, including contact records, company profiles, lead information, deal pipelines, and activity records.
• Maintain accurate and up-to-date prospect and client databases within HubSpot.
• Track and manage leads, enquiries, follow-ups, and business development opportunities through HubSpot.
• Assist with the creation and management ofHubSpot email marketing campaigns, newsletters, and client communications.
• Monitor campaign performance, engagement, and lead activity through HubSpot and prepare relevant reports for management.
• Ensure that all marketing and external communications are professional, accurate, and aligned with the firm's branding and applicable regulatory requirements.

Requirements

• Diploma or Bachelor's degree inFinance, Business, Economics, Marketing, Accounting, or a related discipline.
• Previous experience infund management, asset management, family office, financial services, private banking, or a related industrywould be advantageous.
• Familiarity withSingapore's 13O/13U family office and fund structureswould be an advantage.
• Experience usingHubSpot CRM, HubSpot Marketing Hub, or other CRM/marketing automation platformsis preferred.
• Strong interest in investments, financial markets, business development, and marketing.
• Excellent written and verbal communication skills.
• Strong organisational skills with good attention to detail.
• Proactive, resourceful, and able to manage multiple tasks and deadlines.
• Comfortable interacting with clients, investors, professional advisers, and business partners.
• Proficient in Microsoft Office, particularlyExcel and PowerPoint.
• Able to work independently while also supporting the wider team.
• High level of integrity, discretion, and professionalism when handling confidential information.