Fund & Marketing Coordinator (Family Office & Growth)

premier fiduciary pte. ltd.; Singapore; On-site; SGD 50,000 - 75,000; Full time

Job summary

premier fiduciary pte. ltd. is seeking a highly organised Fund Manager Assistant & Marketing to support day-to-day fund management, family office matters, business development and marketing initiatives.

The role involves coordinating 13O/13U family office structures, maintaining client relationships, coordinating with external advisers, and managing HubSpot CRM and marketing campaigns to drive client engagement.

Qualifications

• Diploma or Bachelor's degree in Finance, Business, Economics, Marketing, or related discipline.
• Experience in fund management, asset management, family office, financial services, private banking, or related industry is advantageous.
• Familiarity with Singapore's 13O/13U family office and fund structures is advantageous.
• Experience using HubSpot CRM, HubSpot Marketing Hub, or other CRM/marketing automation platforms is preferred.
• Strong interest in investments, financial markets, business development, and marketing.
• Excellent written and verbal communication skills; strong organisational skills.

Responsibilities

• Assist with administration and coordination of 13O/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 for family office and investment meetings.
• Coordinate meetings, calls, correspondence, and follow-ups with investors, clients, advisers, and business partners.
• Maintain proper records of fund-related matters and follow up on outstanding actions.
• Maintain confidentiality of sensitive investment, financial, and client information.
• 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.
• Manage and maintain HubSpot 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 of HubSpot 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.

Skills

Communication

Organisational skills

Proactivity

CRM experience

Education

Finance degree

Business degree

Tools

HubSpot CRM

HubSpot Marketing Hub

Job description

premier fiduciary pte. ltd. is seeking a highly organised Fund Manager Assistant & Marketing to support day-to-day fund management, family office matters, business development and marketing initiatives.

The role involves coordinating 13O/13U family office structures, maintaining client relationships, coordinating with external advisers, and managing HubSpot CRM and marketing campaigns to drive client engagement.