Client Service & Business Development Support, Regional Asset Management

We are seeking a Client Service & Business Development Support Professional to partner with key institutional clients and global prospects.

This role sits at the crossroads of client 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 a high-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

Due Diligence, Onboarding & Compliance

• Assist in completing due diligence questionnaires (DDQs) and responding to investor information requests
• Support onboarding workflows, including KYC, AML, FATCA, and CRS documentation
• Conduct periodic client reviews such as world checks and documentation refresh
• Partner with Operations and Compliance to ensure efficient onboarding processes

Process Improvement & Cross-functional Initiatives

• Lead or contribute to ad-hoc projects to enhance client servicing workflows
• Identify operational gaps or inefficiencies and propose practical solutions

Requirements Experience & Background

• 3–6 years of experience in 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

Investment & Technical Skills

• Strong numerical and analytical capability; comfortable handling portfolio and performance data
• Proficiency in PowerPoint, Excel, and Word
• Understanding of long-only equity strategies and fundamental investing is advantageous

Attributes & Mindset

• Excellent written and verbal communication skills
• High attention to detail and strong organisational discipline
• Critical thinker with effective problem-solving ability
• Intellectually curious about clients, investments, and markets
• Proactive, resourceful, and comfortable taking initiative beyond defined responsibilities
• Able to work independently while collaborating effectively across teams

Who Thrives in This Role This opportunity is ideal for someone who:

• Enjoys working with institutional clients and combines strong servicing instincts with solid analytical capability
• Takes pride in accuracy, reliability, and high-quality execution
• Thrives in a lean asset management environment with high accountability
• Values continuous learning, ownership, and delivering long-term impact

Please apply to the role with a recent copy of your CV. We will be in touch once we review your profile for suitability.
 
Singapore Employment Agency Personnel No.: R1102370
Singapore Employment Agency License No.: 16S8069
 
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)