client service associate (asset management firm) in Singapore

ignatius d'cruz, randstad
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job details

asset management
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working hours
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ignatius d'cruz, randstad
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job description

Partnering an established Asset Manager with a strong Asian markets focus, we are presently seeking a Client Services talent to join their ranks. Ideally, you will come with at least 1-3 years in a like role within an Asset Manager/Security Services arm.

about the company
Our client is an established Asset Manager with a strong Asian investment focus. Due to business demands, they are keen on bringing on a talent to take on the Client Servicing reponsibility within an established team.

about the job
Your responsbilities will include, but not limited to:

• Regular client reporting

  • Act as the main point of contact for accounts under your charge and engage with clients to understand any unique reporting or operational requirements

• Clients and prospects liaison (electronically, telephone or face to face)

  • Ensure timely, clear and concise communication with clients and prospects
  • Obtain, process and evaluate relevant information to handle clients’ and prospects’ enquiries
  • Work closely with other department on the completion of request for proposal

• Investor verification

  • Conduct KYC/AML and obtain other documentation required for compliance

• Presentation materials, portfolio reviews and marketing collaterals

  • Work closely with portfolio managers for portfolio review preparation and other investment-related documents
  • Work closely with the sales & marketing team to produce relevant marketing materials
  • Ensure prompt and regular updates on the materials

skills and experience required

• Bachelor's Degree in Accounting/Finance/Economics or any related field

• Minimum 1 to 3 years’ experience in a related-role

• Prior experience working at an investment management firm is preferred

• General knowledge of the financial industry and of investment portfolios and products

• Numeracy skills with the ability to understand basic concepts and strategies in investment management

• Client-service orientation with strong problem-solving and follow-through skills

• Proficiency in Microsoft Excel (ability to understand formulas and organize data effectively), Word and Powerpoint

To apply online please use the 'apply' function, alternatively you may contact Ignatius D'Cruz at 6510 6516.
(EA: 94C3609/ R1762883 )


no additional skills required


no additional qualifications required

educational requirements

Bachelor Degree