Singapore-Focused Professional Development: Gain mastery of wealth solutions specifically relevant to Singapore's unique position as a global financial hub. Develop expertise in areas including CPF optimization, cross-border wealth planning, real estate investment strategies, and international portfolio management.
Review client instructions and coordinate investment and banking transactions, including securities, funds, bonds, foreign exchange, structured products, deposits, transfers, and other products, subject to the individual’s authority, regulatory status, and the Company’s policies and controls.
This is a full-time on-site role located in Singapore for an Investors Relationship Manager. The primary responsibilities include managing relationships with existing investors, building and cultivating new investor networks, and ensuring effective communication about investment opportunities. The role also involves preparing investor updates, organizing events, and addressing investor queries. A proactive approach to driving engagement and representing Culum Capital with professionalism is essential.
Build and manage a strong pipeline of NTB clients aligned with the bank’s strategy, with clear prioritization, disciplined follow-through, and measurable conversion outcomes.
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Have the discipline to provide timely and accurate renewal status information and renewal growth data for the purposes of management reporting and sales forecasting is a must;
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)
Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)