Client Management Support Executive

by Michael Kan in Banking & Financial Services


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


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. 


• 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. 


• 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:

Regrettably, only shortlisted candidates will be notified.

Michael Kan

Michael Kan

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

Sign up now for Gemini’s new Job Search platform!

Find the latest job opportunities in Hong Kong, China, Singapore and Thailand! Search and apply for jobs across locations, industries, levels and functions.

Sign up to upload your CV and receive notifications via email or phone when new opportunities are being posted.

Job suggestion for you

Gemini Personnel

Gemini Personnel

Social Links