Client Account Manager

About the Role

We are looking for a driven Client Account Manager with a strong blend of financial markets knowledge, investment product expertise, strategic insight, and a client-centric entrepreneurial spirit. In this position, you will collaborate closely with the Head of Consumer Group to establish and nurture lasting relationships with new and existing accredited investors. You will also play a vital role in providing meaningful client feedback to improve our platform and enhance the digital client experience.

Key Responsibilities

• Acquire top-quality accredited investors aligned with our investment proposition focusing on private markets and alternative investment options to help clients diversify their portfolios.
• Develop and maintain robust relationships with leading clients, serving as their main contact, understanding their investment goals, and crafting tailored investment solutions.
• Partner with the Head of Consumer Group and team members to uncover strategic business opportunities based on client insights and market feedback across sales, partnerships, investment products, and digital solutions.
• Deliver timely and effective client support by addressing queries, resolving problems, and managing escalations as necessary.
• Stay informed of industry trends, competitive market dynamics, and client-specific challenges to proactively seek new opportunities and mitigate risks.
• Collaborate cross-functionally with sales, marketing, product, and operations teams to align client needs with company messaging and ensure continued client satisfaction and success.
• Ensure all client interactions comply with relevant financial regulations and compliance standards, maintaining the highest ethical and legal standards.
• Participate in mandatory training and workshops to deepen product knowledge and awareness of financial industry best practices and trends.

Candidate Profile

• Bachelor’s degree in Business Administration, Marketing, or a related discipline; alternative relevant education and experience combinations will be considered.
• 3 to 4 years’ professional experience in client account management, relationship management, or investment advisory, preferably within finance, brokerage, wealth or asset management, or insurance sectors; fintech or digital solution experience is advantageous.
• An established network of affluent and high net-worth individuals is highly desirable.
• Demonstrated expertise in a variety of investment products including both traditional and alternative assets such as private markets and hedge funds.
• Solid understanding of client execution workflows across diverse product classes is a significant plus.
• Exceptional interpersonal and communication skills to build trust, influence key stakeholders, and negotiate effectively across different client levels.
• Proven problem-solving and decision-making skills capable of analyzing complex situations to identify and implement effective solutions.
• Strong organizational capabilities with the ability to independently manage numerous client accounts simultaneously and prioritize tasks efficiently.
• Competent with CRM systems and relevant digital tools; experience working with Salesforce or equivalent platforms preferred.
• Good knowledge of financial markets, investment products, and trading platforms essential for success.
• Entrepreneurial mindset with adaptability to swiftly respond to dynamic business needs and evolving scenarios.
• Mandatory certifications include passing RES1B, RES2B, M6 (CM-EIP), and M6A (CM-SIP) exams.

Additional Information

We appreciate all applications; however, due to capacity constraints, only shortlisted applicants will be contacted.