Senior Client Manager – Private Markets & Investments

addx pte. ltd.

Singapore

On-site

SGD 90,000 - 130,000

Full time

4 days ago
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Job summary

ADDX is seeking a highly sales- and purpose-driven Client Account Manager who blends expertise in financial markets with strategic thinking and a strong client focus. You will partner with the Head of Consumer Group to cultivate relationships with accredited investors and feed insights to enhance our platform and digital client journey.

Responsibilities include acquiring quality investors, managing top-decile relationships, identifying strategic partnerships, and ensuring timely, compliant

Qualifications

  • 3–4 years’ experience in client account management, relationship management or investment advisory.
  • Experience in fintech or digital solutions a plus.
  • Network of mass affluent and high net-worth individuals a big advantage.
  • Strong understanding of investment products across traditional and alternative spaces.

Responsibilities

  • Acquire quality accredited investors who resonate with ADDX's proposition.
  • Build and maintain relationships with top decile clients as their primary contact.
  • Identify opportunities with Head of Consumer Group across sales, partnerships, and product.
  • Provide prompt and effective client support and resolve inquiries.
  • Understand market trends and client dynamics to identify opportunities and mitigate risks.
  • Collaborate with sales, digital marketing, product, and operations to align on client needs and drive customer success.
  • Ensure compliance with financial regulations and standards in client activities.
  • Attend training sessions to stay updated on products and services.

Skills

Client account management
Relationship management
Strong communication
Negotiation
Problem solving
Independent work
Organized
Strategic thinking

Education

Bachelor's degree (Business Administration / Marketing)

Tools

Salesforce

Job description

ADDX is seeking a highly sales- and purpose-driven Client Account Manager who blends expertise in financial markets with strategic thinking and a strong client focus. You will partner with the Head of Consumer Group to cultivate relationships with accredited investors and feed insights to enhance our platform and digital client journey.

Responsibilities include acquiring quality investors, managing top-decile relationships, identifying strategic partnerships, and ensuring timely, compliant

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