Business Development Executive - Toa Payoh

Role Summary

This position requires strong communication and organisational skills, attention to detail, and a commitment to delivering excellent client service. The Executive will work closely with Business Development Managers to support client acquisition efforts and contribute to the firm’s overall growth.

• Client Onboarding Support: Assist in the end-to-end onboarding process, including document collation, KYC/AML checks, and liaising with clients to ensure smooth and timely onboarding.
• Client Servicing: Act as a key point of contact for client queries, providing timely and professional responses, and escalating matters where necessary to ensure resolution.
• Sales and Presentation Support: Support Business Development Managers in preparing sales materials, pitch decks, and proposals for prospective clients.
• Trade Placement Coordination: Liaise with internal teams to facilitate trade instructions, monitor execution, and ensure timely updates to clients.
• Transaction Documentation: Handle transactional paperwork and maintain accurate records of client activities and communications.
• CRM and Database Management: Maintain up-to-date client data and sales pipeline records to ensure proper documentation and reporting.
• Reporting and Analysis: Assist in generating reports, dashboards, and presentations to support business development initiatives and client meetings.
• Regulatory and Compliance Support: Ensure all client-related activities adhere to internal policies and MAS regulatory requirements.
• Administrative and Project Support: Assist with client events, projects, and other ad hoc initiatives as required by the team.

• Education: Minimum Diploma or Bachelor's degree in Finance, Business, Economics, or a related discipline.
• Experience: 1–2 years of relevant experience in business development, client servicing, or operations within the financial services industry. Exposure to fund management, wealth management, or EAM environments is a plus.
• Skills and Competencies:
• Strong command of Business Mandarin, both spoken and written, to liaise effectively with Mandarin-speaking clients and counterparties
• Excellent communication and interpersonal skills
• Sound understanding of financial products and onboarding processes
• Proficiency in Microsoft Office (Excel, Word, PowerPoint); experience with CRM systems is advantageous
• Detail-oriented, with excellent organisational and multitasking abilities
• Ability to work both independently and collaboratively in a fast-paced environment
• Professionalism and discretion in handling confidential information