Client Accounts Manager (Structured Products)

Singapore
Full time
Office
Compensation is not specified
Role
Account Manager
Description

Who We Are

We are a progressive private market platform dedicated to expanding access to financial ecosystems globally. Our mission is to democratize private market investments, allowing everyone to navigate financial landscapes easily, fairly, and securely. We strongly believe in the positive impact of efficient capital flow within real economies, especially in the private market domain.

Reasons to Join Us

  • We have developed the world’s pioneering fully regulated platform for digital securities, authorized by the Monetary Authority of Singapore.
  • Our global private market exchange, headquartered in Singapore, has successfully listed over 60 deals on its platform in collaboration with renowned industry players and notable names.
  • To date, the comprehensive capital market platform has garnered a substantial sum of funding since its establishment in 2017, supported by prominent organizations and financial entities.
  • We boast backing from recognized entities that validate our market position and strategic direction.

We are in a phase of rapid growth and are actively seeking motivated individuals to enhance our team and lead in revolutionizing the private market landscape. If you share our vision of fostering fair financial markets, we eagerly await your contribution to our journey.

Responsibilities

  • Client Acquisition: Develop a robust pipeline of accredited investors, familiarizing them with the value of private market investments along with various investment solutions.
  • Client Relationship Management: Cultivate enduring relationships with key clients, personalized to address their investment requirements effectively.
  • Strategic Business Development: Collaborate with the Consumer Group top management to optimize client experience and service, particularly focusing on unique investment products.
  • Client Support: Deliver efficient client support by promptly addressing inquiries and resolving issues, particularly related to specialized investment products.
  • Market Insights: Stay updated on market trends and client-specific dynamics to identify and capitalize on new investment opportunities.
  • Collaboration: Work across departments to ensure client needs regarding investment solutions are comprehensively satisfied.
  • Risk Management & Compliance: Ensure all client interactions adhere to financial regulations and compliance standards, particularly concerning unique investment products.
  • Continual Learning: Engage in ongoing training to remain well-versed in financial markets and investment products, implementing best practices in client engagements.

Requirements

  • Education: Bachelor's Degree in fields such as Business, Marketing, Finance, or related disciplines.
  • Experience: 3-4 years in client account management, wealth management, or related areas, with a solid background in specialized investment products.
  • Network: Possessing a network of mass affluent and high-net-worth individuals is advantageous.
  • Investment Knowledge: Extensive experience in traditional and alternative investments, including a robust understanding of unique investment products like structured notes and derivatives.
  • Client Execution: Proficiency in client execution processes related to specialized investment products.
  • Interpersonal Skills: Strong communication and relationship-building abilities at all client levels.
  • Problem-Solving: Exceptional analytical skills and ability to devise innovative solutions for complex challenges in investment strategies.
  • Organization: Efficiently manage multiple accounts with exceptional attention to detail.
  • CRM Proficiency: Familiarity with CRM software, particularly Salesforce.
  • Financial Acumen: Thorough understanding of financial markets, investment products—especially unique investment solutions—and trading platforms.
  • Entrepreneurial Mindset: Ability to adapt to evolving environments with a proactive and hands-on approach.

Please note that due to capacity constraints, only shortlisted candidates will be contacted.

Skills Required
Avatar
ADDX
Website
addx.co
Company size
Not specified
Location
United States
Description
We're always on the lookout for brilliant people to join our team. Although we may not have the perfect job for you at the moment, we could down the track. So if you'd like to be considered for future roles, contact us and we'll let you know if we've got something that looks right for you.

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