Client Relationship Manager - Investments

Working hours: Mon to Fri, 9:30am to 6:30pm

We are a family office for a local ship bunker in Singapore. We also have an investment arm that allows High Nett Worth individuals and institutions to invest in our Real Estate, Shipping, and Private credit funds.

Role Description

This is a full-time on-site role for an Investment Client Relationship located in Singapore. The Investment Client Relationship will be responsible for managing and servicing a portfolio of our clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship will also work closely with other teams to develop investment solutions tailored to the clients' needs and keep up-to-date with market trends and industry news.

This is mainly a sales role and candidates should possess the following requirements:

1. Candidate must already have a pool of accredited investors.
2. At least some form of experience in investment management, financial planning, portfolio management, or related fields.
3. Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
4. Excellent communication skills, including both verbal and written.
5. Strong knowledge of financial market trends, investment products, and strategies.
6. Bachelor’s degree in Finance, Economics, or related field.