Client Account Manager

We are a pioneering private market access platform committed to making private market investments accessible to all. Our goal is to facilitate fair and safe access to financial ecosystems, fostering the efficient flow of capital in the private market sector.

Why consider joining us:

• We are proud to have established the world's first fully regulated digital securities platform, authorized by the Monetary Authority of Singapore.
• Our organization, based in Singapore, operates as a global private market exchange. With over 60 deals already listed, we have collaborated with renowned names in the industry.
• Since our inception in 2017, we have secured $140 million in funding support and attracted investments from notable backers such as prominent financial institutions.

We are in a phase of expansion and are actively seeking individuals with talent and drive to contribute to our mission of leading in the private market sector. If you share our vision of fostering fair financial markets, we welcome you to be part of our team.

We are seeking a Client Account Manager with a strong focus on sales, purpose, and expertise in financial markets and investment products. This role will work closely with our Consumer Group leadership to cultivate solid relationships with key accredited investors, provision tailored solutions, and provide valuable input for platform enhancements and client experience optimization. The ideal candidate should manage a sizeable client portfolio effectively, while also meeting specific demands of elite investors and identifying strategic partnership prospects.

Responsibilities:

1. Client Acquisition: Proficiently onboard quality accredited investors aligned with our private markets investment proposition.
2. Client Relationship Management: Serve as the main contact for top-tier clients, grasp their investment needs, and offer personalized solutions.
3. Strategic Business Development: Collaborate with the Consumer Group to leverage client insights for identifying new opportunities.
4. Client Support: Offer responsive and efficient client support, resolving issues promptly.
5. Market Trends Understanding: Stay informed of industry trends and client dynamics to proactively identify opportunities and risks.
6. Cross-functional Collaboration: Work in tandem with internal teams to align on client needs and enhance customer success.
7. Risk Management: Ensure compliance with financial regulations during client interactions.
8. Adherence to Financial Regulations: Participate in training sessions to enhance product understanding and compliance awareness.

Requirements:

1. Bachelor's Degree in Business Administration, Marketing, or equivalent field.
2. 3-4 years of experience in client account management, investment advisory, or related fields.
3. Existing network of affluent and high net-worth individuals is preferred.
4. Strong knowledge of investment products, including traditional and alternative markets.
5. Understanding of client execution processes is advantageous.
6. Excellent interpersonal and communication skills.
7. Proficiency in problem-solving and decision-making.
8. Able to work independently and manage multiple accounts effectively.
9. Proficient in CRM software, with experience in Salesforce as a plus.
10. Knowledge of financial markets and trading platforms.
11. Entrepreneurial spirit, adaptable to changing circumstances.

We will only contact shortlisted applicants due to limited positions available.