Client Services Associate

Company Overview

LUCA SGP is a Monetary Authority of Singapore (MAS)-licensed fund management firm based in Singapore, focusing on tailored private market solutions designed specifically for wealth management clientele. The company's platform aims to improve operational efficiency, strengthen client engagement, and personalize investment experiences for high-net-worth individuals and family offices.

Role Summary

The Client Services Associate is a pivotal position responsible for advancing LUCA SGP's footprint in Singapore, Japan, and the broader Asian region. This role supports the Chief Commercial Officer and the Business Development team by facilitating administrative tasks, client management, and business development efforts. Responsibilities include preparing marketing collateral, managing client interactions during deal subscription and post-investment reporting, and nurturing partnerships.

Key Duties

• Develop and sustain a robust pipeline of potential distribution partners across East Asia (Hong Kong, Japan, Korea, Taiwan) and Southeast Asia (Singapore, Indonesia, Malaysia, Thailand), targeting private banks, family offices, and securities firms.
• Identify and coordinate outreach to prospective clients, assisting in tailoring LUCA's product offerings to match client requirements.
• Deliver client service and maintain confidentiality in all communications, documentation, and reporting.
• Collaborate with internal departments such as investment research, product development, and compliance to create marketing materials and bespoke investment solutions.
• Coordinate logistics and materials for sales and marketing initiatives including roadshows, investor presentations, webinars, and conferences, followed by client engagement.
• Ensure strict adherence to internal policies and regulatory obligations to uphold ethical business conduct.
• Work closely with teams in Singapore and Japan to support revenue goals and contribute to overall company growth strategies.
• Provide assistance to the operations team as required.

Required Qualifications and Experience

• A university degree in finance, economics, business, or a related discipline. Relevant practical experience may be considered as an alternative on a case-by-case basis.
• Prior experience as an assistant or full relationship manager in private banking environments.
• Sound understanding of financial markets, investment products, and applicable regulations; knowledge of alternative investments is advantageous.
• Demonstrated success in building and maintaining relationships with distribution channels for financial products.
• Proficiency in written and spoken Chinese is highly desirable to effectively communicate with clients with limited English proficiency.
• Self-driven and capable of thriving in a fast-paced, entrepreneurial setting with minimal oversight.
• Excellent interpersonal, communication, and negotiation skills for engaging clients and partners effectively.
• Flexibility to adapt to dynamic business environments and evolving client demands.
• Competence in Microsoft Office Suite, including Excel, PowerPoint, and Word.

Additional Information

Only candidates shortlisted will be contacted for further proceedings.