Job Description
Provide client servicing to our existing investors and provide support for marketing efforts to acquire new investors. Perform some amount of sector/industry research and financial analysis when called upon. Manage our relationships with existing investors, attending to their enquiries and requests. Refer our investors to other business units within our bank group, so as to value-add to our existing investors. Conduct briefing sessions (within the bank group and externally) for those who can refer investors or investee companies to our private equity business. You will be involved in creating presentations, preparing shareholders’ reports, updating our website and running investor events.
Job Requirement
Recognized university degree with 1-3 years’ prior experience in client servicing or client acquisition; those who passed all three levels of CFA exams will be preferred. Familiar with client onboarding processes for accredited investors, financial statements and valuation methodology. Proactive, good team player, able to network and think out of the box to provide solutions. Independent worker with excellent bilingual verbal and writing skills (English and Mandarin) to handle Chinese-speaking clients· Good communication and interpersonal skills to effectively interact with external stakeholders such as investors, professional partner firms and with internal stakeholders This job position is added by Jooble, a Job Agency in Singapore. All registered applicants from Singapore Freelance Zone will be prioritized at Jooble.
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