Investment Client Relationships Lead

Aurum Gravis; Singapore; Sur place; Plein temps

Résumé du poste

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.

Responsabilités

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

Connaissances

Excellent communication skills (English and Mandarin)

Knowledge of financial market trends

Client management

Formation

Bachelor’s degree in Finance, Economics or related field

Description du poste

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.