Manage and service a portfolio of investment clients.
Identify and pursue new business opportunities to grow the client base.
Collaborate with internal teams to develop customized investment strategies.
Stay informed on market trends and industry developments to provide timely insights.
This is primarily a sales-focused role, ideal for someone who thrives in a client-facing environment and has a strong understanding of investment products and financial markets
Requirements:
Must already have a pool of accredited investors.
Prior experience in investment management, financial planning, portfolio management, or related fields.
Proven ability to guide clients through investment processes while managing expectations.
Excellent communication skills in English and Mandarin (verbal and written).
Strong knowledge of financial market trends, investment products, and strategies.
Bachelor's degree in Finance, Economics, or a related field.
Only candidates legally eligible to work in Singapore will be considered.