Relationship Manager
AUMENT CAPITAL PARTNERS PTE. LTD. Toa Payoh Full-time
Main Responsibilities
- Actively identify, qualify and acquire new accredited investors / family offices / high-net-worth clients to drive the Company’s AUM growth;
- Maintain and nurture existing relationships to ensure satisfaction and long-term retention of clients’ AUM with the Company;
- Proactively engage existing relationships to encourage repeat business and identify continuing opportunities to increase clients’ AUM with the Company;
- Analyse and deliver timely insights on industry / client demand trends to support refinement of Company’s product pipeline and offering;
- Facilitate collation of required information for KYC / AML / CFT due diligence as well as execution of subscription and/or other investment-related documents.
- Network – Solid book of relevant contacts and industry relationships;
- Financial Expertise – Strong proficiency in financial products with a focus on private markets instruments including primary and secondary offerings in private equity, venture capital, private credit, structured products, etc..
- Consultative Sales – Ability to build strong relationships with and place funds from accredited investors / family offices / high-net-worth clients in private markets instruments;
- Organization – High attention to detail, ability to manage multiple tasks and strong time management;
- Ethical Conduct – High integrity, responsibility and adherence to confidentiality and data privacy standards when handling client relationships and business information.
- Education – Bachelor’s or Master’s degree in finance, economics, or a related field; CFA or similar qualification is desirable;
- Experience – 8-10 years prior experience in wealth management, private banking or institutional sales with a focus on accredited investors / family offices / high-net-worth clients is required. Exposure to variety of private markets asset-classes is highly preferred.
MetacompToa Payoh
brokerage.
Role Overview
We are looking for a proactive and detail-oriented Assistant Relationship Manager to support the Relationship Management team in delivering exceptional client service and driving business growth. This role will work closely...
TAIPEI FUBON COMMERCIAL BANK CO., LTD. Singapore BranchToa Payoh
Joint Credit Information Center enquiry and securities enquiry, and on site credit investigation), cross-reference appraisal report and other paperwork) produced by assistant relationship managers (ARM).
• Notify customers of the approval/rejection...
Singapore River, 5 km from Toa Payoh
Principal Responsibilities:
• Develop and manage a customer base, building long-term relationships with an assigned portfolio of clients.
• Oversee the total wealth of clients, matching financial and investment product solutions to their needs...