Provide pre-sales and client account services (post sales) support for institutional clients
Junior level
Raffles Place/ Basic Salary up to $ 5000
Min Degree in Business/ Finance with ideally min 1 year experience under financial industry
Excellent English verbal & writing skills
Job Responsibilities:
Prepare, review, and send client reporting on a regular basis
Build and maintain client records in Salesforce and keep them up to date
Assist in responding to client queries and requests for information
Assist with the preparation for client meetings
Build relationships with shared service teams and investment teams
Coordinate marketing materials for sales prospecting, collaborating with marketing and investment teams, as necessary
Coordinate responses to RFPs
Help with the organization of sales meetings and sales events
Assist with client onboarding and ad hoc projects
Job Requirements:
Min Bachelor Degree in Finance, Economics and other relevant qualifications.
Min 1 year of working experience in banking/ financial industry in operation functions
Strong knowledge in equities/ fixed income products
Excellent communication skills with strong proficiency in business English (verbal and written)
Proficiency in Ms PowerPoint & Excel
Highly organized and good attention to detail
How to Apply
Interested candidates kindly send your resume over to me at and attention to Celine Lee (R1982802) with the position title stated above. Alternatively, you may reach out to me via whatsapp at +65 8869 8708
I regret to share that only shortlisted candidates will be notified.
www.ambition.com.sg
EA Registration Number: R1982802
Data provided is for recruitment purposes only
Business Registration Number: 200611680D. Licence Number: 10C5117
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US Asset Management | Perm Client Service & Sales Support
Singapore Posted about 18 hours ago
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