Jobs

    Client Relationship Manager - Singapore - ALLWIN FUND MANAGEMENT PTE. LTD.

    ALLWIN FUND MANAGEMENT PTE. LTD.
    ALLWIN FUND MANAGEMENT PTE. LTD. Singapore

    2 days ago

    Default job background
    Description
    Roles & Responsibilities

    Key Responsibilities:

    Proactively identify and develop relationships with potential Accredited Investors and Institutional Investors, offering investment solutions that align with their financial goals.

    Collaborate closely with the Marketing Director and Fund Managers to execute strategic sales plans that meet our existing and potential clients' investment objectives.

    Stay updated on financial market trends and developments to provide recommendations to clients.

    Organize and participate in client meetings, presentations, and networking events to promote our services and expand our network.

    Able to communicate, read and write Chinese is essential as the existing clients are mainly from China.

    Qualifications:

    Diploma or Bachelor's degree in Business, Finance, Marketing, or related field.

    Demonstrated experience in sales, client relationship management, or similar roles within the financial services sector, real estate, insurance, or any client-oriented industry.

    - Exceptional networking skills with strong contacts in the wealth management industry, among ultra-high net-worth individuals, and investors will be considered a significant advantage.

    Outstanding communication and interpersonal skills, capable of effectively engaging with a diverse range of high-net-worth individuals.

    Good understanding of the financial services industry, particularly investment products and services.

    A proactive and results-oriented approach, with a strong commitment to meeting and exceeding sales targets.

    Ability to work autonomously and as part of a team in a dynamic, fast-paced environment.

    We Offer:

    A competitive compensation package, including performance-based incentives.

    Professional development opportunities and career growth.

    Training and mentorship.

    Tell employers what skills you have

    Work Autonomously
    Wealth Management
    Excellent Communication Skills
    Microsoft Excel
    Interpersonal Skills
    Relationship Management
    Private Equity
    Strategy
    Adaptability
    Networking
    Communication Skills
    Team Player
    Customer Service
    Financial Services


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