Client Management Executive - Singapore - SEARCH ALLY PTE. LTD.

SEARCH ALLY PTE. LTD.

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Location:
Tanjong Pagar

Industry:
Fund Management

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 counterparties 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 the Company'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 PowerPoint, initiating project/process enhancement.
Prepare and market new funds or other investment products for both internal and external parties (working closely with the Company's internal investment & portfolio team).
Conduct KYC, customer due diligence, management and filing of clients' and firm's documents.
Deliver bestinclass customer service to all internal and external clients.

Requirements:

-
Must have minumum 2 years of proven work experience in the role of client relationship management, business development or fund management support role:

Bachelor's Degree or Diploma or equivalent in a related field of study
Excellent interpersonal skills
Able to work with tight deadlines to ensure timely deliverables

SEARCH ALLY PTE LTD | [EA License Number] 18C9289 | [Registration Number] R1551292

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