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Client Relationship Executive
Client Relationship Executive
Reports to: Director
Reports Role Description
This is a full-time on-site role for an Investment Client Relationship Executive located in Singapore. The Investment Client Relationship Executive will be responsible for managing and servicing a portfolio of Aurum Gravis Pte Ltd clients, as well as identifying new business opportunities to grow the client base. The Investment Client Relationship Executive 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 position is only open for candidates who are already legally allowed to work in Singapore. Unqualified candidates will not be considered at all
- Candidate with an existing pool of accredited investors (AI) are highly qualified encouraged to apply, as this will be an advantage.
- However, we also welcome applicants who do not have an existing AI pool. Training and support will be provided to help you build your network and client base.
- Prior experience in investment management, financial planning, or portfolio management is an advantage, but not required. Fresh graduates and those with a strong interest in related fields are encouraged to apply.
- Proven record of effectively guiding clients through investment processes while managing expectations will be preferred.
- Excellent communication skills, including both verbal and written, both in English and Mandarin.
- Strong knowledge of the financial market trends, investment products and strategies.
- Bachelor’s degree in Finance, Economics or related field.
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