Manager, Client Advisory (SG) - Investment Management Firm [25M02]
The Role
Our client, a Singapore-based investment management firm, is seeking a dynamic and versatile Manager, Client Advisory to join their team. Leveraging their extensive network and investment expertise in North Asia, North America, and Singapore, the firm is dedicated to investing in and scaling innovative technology companies.
Reporting directly to the CEO, this unique role offers an exceptional opportunity to contribute to high-level strategic initiatives within the CEO's Office while also serving as a key member of their client advisory team.
The ideal candidate will be a strategic thinker with exceptional communication and client management skills, possessing a strong understanding of cross-border wealth management, investment strategy, and business development, and will play a crucial role in supporting our most respected clients and driving our firm's expansion into new global markets, while receiving mentorship for a long-term career in investment management through direct support of the CEO in critical investor relations and fundraising activities.
Key Responsibilities:
Strategic Initiatives:
Collaborate closely with the CEO on strategic projects and initiatives aimed at firm growth, operational efficiency, and market expansion, particularly into European and US markets.
Conduct in-depth research and analysis on industry trends, competitive landscapes, and potential business development opportunities.
Work closely with the CEO on full-cycle deal flow, from origination and due diligence to execution and post-investment management.
Support the CEO in investor relations activities, including preparing investor updates, presentations, and responding to inquiries.
Assist in fundraising efforts by conducting due diligence, preparing materials for potential investors, and supporting investor meetings.
Contribute to the exploration and implementation of AI-driven solutions to enhance wealth management, private equity investment processes, and business development advisory services.
Client Advisory:
Serve as a trusted advisor to high-net-worth individuals, families, and institutions on cross-border wealth management strategies, encompassing asset allocation, estate planning considerations, and international tax implications.
Provide expert guidance on investment strategies across various asset classes, aligning with clients' financial goals and risk tolerance.
Identify and facilitate business development opportunities for clients, leveraging your network and understanding of their strategic objectives.
Develop and deliver tailored investment proposals and client presentations.
Maintain strong client relationships, ensuring exceptional service and proactive communication.
Key Requisites:
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. An advanced degree (e.g., MBA, Master's) or relevant professional certifications (e.g., CFA, CAIA) is highly preferred.
Minimum of three years of experience in wealth management, investment banking, management consulting, or a related field, with direct client interaction.
Excellent analytical, problem-solving, and strategic thinking skills.
Exceptional communication, presentation, and interpersonal skills, with the ability to build rapport and trust with high-level clients and stakeholders.
Proven ability to work independently, manage multiple priorities, and meet deadlines in a fast-paced environment.
Deep interest and curiosity in technology entrepreneurship
Familiarity with AI applications in finance or a strong interest in learning and applying these technologies.
Experience in investor relations and fundraising support is a significant advantage.
Proficiency in Japanese, Korean, or a Southeast Asian language would be a bonus.
Strong ethical standards and a commitment to client confidentiality.
This role is open only to candidates who are currently eligible to work in Singapore.