JOB RESPONSIBILITIES
- Manage and service a portfolio of private clients, ensuring a high standard of relationship support
- Identify new business opportunities to help expand the client base
- Work closely with internal teams to develop and present investment solutions tailored to clients’ needs
- Stay updated on market developments, investment trends, and industry news to provide relevant insights
- Support the overall client experience through efficient coordination and communication
JOB REQUIREMENTS
- Individuals who already maintain relationships with Accredited Investors (AI) will have a strong advantage, though this is not a strict requirement.
- Candidates without an existing AI network are welcome — you will receive structured guidance and support to help you build your client portfolio.
Background in investment advisory, real estate fund investment is beneficial, but the role is also open to those newer to the industry.
Demonstrated experience in supporting clients through investment journeys and managing expectations will be viewed favourably.
- Solid understanding of market developments, investment instruments, and broader financial concepts.
- A degree in Finance, Economics, Business, or a related discipline
Apply online or feel free to contact me directly at malcolm.pang@jac-recruitment.com for more information about this opportunity.
We regret to inform that only shortlisted candidates will be notified.
Appreciate your understanding. Candidates require visa need not to apply.
EA: JAC Recruitment Pte. Ltd.
EA Licence: 90C3026
EA Personnel: R1546253
EA Personnel Name: Pang Yew Ming Malcolm
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