Client Management Support Executive

Banking & Financial Services

Permanent Fund Management

Singapore

Negotiable

Apply now

Introduction:

A Singapore MAS Licensed Fund Management company is looking for a Client Support Executive.

Responsibilities:

Roles & Responsibilities

Your main duty is to support the Management and Relationship Managers in their daily business operations to provide a wide range support from administration, client servicing to trade executions.

Responsibilities

• Support Management and Relationship Managers in their daily business activities.

• Involve interfacing with clients (mostly originating from South-East Asia and North Asia regions) and assisting Relationship Managers in taking and executing clients’ instructions.

• Ensure timely client onboarding, transaction processing and service delivery for the firm’s clients.

• Covering duties such as (but not limited to) placing trade orders, funds monitoring, processing documentation for bank brokerage, account openings and updating instruction checklists.

• Liaise with the firm’s partners and counter-parties such as private banks, securities firms, investment banks, custodian banks, fund administrators, legal firms, accounting firms, trustees etc, for matters related to clients’ trading and account maintenance requirements.

• Follow up on deals reconciliation, settlement and reporting of trades and investment transactions across different asset classes (to be centrally managed under CAI’s proprietary system).

• Manage multiple projects and ongoing transactions and coordinate across different countries’ time zone to ensure timely delivery of set objectives. • Prepare presentation materials such as PowerPoints, initiating project/process enhancement.

• Prepare and market new funds or other investment products for both internal and external parties (working closely with CAI’s internal investment & portfolio team).

• Conduct KYC, customer due diligence, management and filing of clients’ and firm’s documents.

• Deliver best-in-class customer service to all internal and external clients.

Requirements:

Requirements

• Bachelor’s Degree or Diploma or equivalent in a related field of study

• Excellent inter-personal skills

• Minimum 2 years of proven work experience in the role of client relationship management, business development or fund management support role

• Able to work with tight deadlines to ensure timely deliverables

Interested Candidate, Please feel free to email updated CV to email: michaelk@gemini.sg

Regrettably, only shortlisted candidates will be notified.

For more information about this job opportunity please contact our consultant.

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