This position is responsible for advising and maintaining client relationships in the marketing function.
How you can add value:
Develops and maintains client relationships
Responsible for achieving annual revenue targets and objectives
Trusted advisor who succeeds in maintaining a group of dedicated clients
Builds market share; able to enhance client asset size over time
Fully competent in advising clients on investment products and services
Actively involved in new business development; able to anticipate and capitalize on business opportunities
Keeps up to date with products and services; may give input for new product development
Starts to build networks with other businesses within the company and 3rd parties
Supervises and monitors delegated tasks for quality assurance to meet client servicing Needs
What you bring:
Looking at various positions and we are open to any relevant experience (private bank, external asset management firm or family office)
Financial literacy
Incumbent should have high entrepreneurial approach, and be revenue driven. Extensive market knowledge and knows the AM & hedge fund business; Bachelor’s degree
2-5 years of relevant experience within financial industry and/or MAS regulated company is desirable.
Strong business acumen, problem-solving, logical thinking, analytical, digital, process improvement and communication skills
Preferred skills in advance excel, Microsoft Power functions, data analytic, basic coding, SQL, data visualization and BI tools and Six Sigma