Fund Investment Manager

Roles & Responsibilities

About Our Client

Our client is a prestigious financial banking institution, committed to delivering exceptional service and personalised advisory to valued clients.

Principal Responsibilities

• Proactively source and develop new business through prospecting, networking, referrals, and personal contacts.
• Use a consultative, needs-based approach to recommend tailored financial solutions aligned with clients’ goals and investment profiles.
• Provide comprehensive financial planning and advisory services to meet customer needs.
• Deliver exceptional client experiences while meeting defined service and performance metrics.
• Conduct thorough Know Your Customer (KYC) and Customer Due Diligence (CDD) checks to ensure suitability and compliance.
• Process operational transactions accurately and in line with audit and statutory requirements.
• Analyse customer feedback to identify service or process improvements.
• Provide insights to product teams for enhancing product competitiveness.
• Collaborate with the policy in-force team to maintain accurate policy information.

Requirements

What’s on Offer

Tell employers what skills you have

Referrals

Microsoft Excel

Due Diligence

Financial Planning

Investments

Investment Banking

Fund of Funds

Economics

Adaptable

Networking

Financial Modelling

Communication Skills

Banking

Capital

Real Estate

Acquisitions

Audit

Mutual Funds

Customer Service Experience