A regional asset management firm is looking to hire aClient Service & Business Development Support Professional to partner with key institutional clients and global prospects.
This role sits at the crossroads ofclient servicing, portfolio reporting, investor relations, business development support, and client research . The individual will collaborate closely with internal teams across Investments, Operations, and Compliance to deliver an exceptional client experience.
This is ahigh-ownership role in a lean, dynamic environment—ideal for someone with strong analytical skills, meticulous attention to detail, intellectual curiosity, and a willingness to step beyond a fixed job scope when needed.
Key Responsibilities Client Servicing & Relationship Support
- Act as a primary point of contact for day-to-day client servicing matters
- Coordinate client communications, meeting materials, and follow-up actions
- Attend portfolio review meetings and document key discussion points
Client Portfolio Reporting & Analytics
- Prepare weekly, monthly, quarterly, and ad-hoc client reports and presentation decks
- Support performance calculations, attribution analysis, and portfolio analytics
- Address client inquiries on performance, positioning, and firm updates
- Maintain high standards of accuracy, consistency, and timeliness across all deliverables
Investor Relations & Business Development Support
- Conduct research on existing and prospective clients, including mandate suitability and engagement history
- Assist in preparing investment presentations, pitch books, and due diligence materials
- Support and maintain the investor pipeline and CRM databases
Requirements Experience & Background
- 5–10 years of experience in sales support, client research, equity investing, client servicing, investor relations, business development support, portfolio reporting, or operations within asset management, banking, or financial services
- Experience working with institutional investors, family offices, or sophisticated HNW clients
- Bachelor’s degree in Business, Finance, Economics, or a related discipline
- Proficiency in PowerPoint, Excel, and Word
- Understanding of long-only equity strategies and fundamental investing is advantageous
Consultant Registration No. R1332494
Singapore Employment Agency License No: 16S8069
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Privacy Statement: By submitting an application and sharing your personal information with us, you consent to such information being collected, held, used and disclosed in accordance with our Privacy Policy (https://www.wilsonhr.com/privacy-policy)
