Client Account Manager

Role Overview

ADDX is looking for a motivated Client Account Manager who combines knowledge of financial markets, investment products, strategic insight, and a client-oriented entrepreneurial spirit. This position involves partnering with the Head of Consumer Group to cultivate relationships with key accredited investors, provide constructive feedback to refine our platform, and manage portfolios effectively to meet distinct investor needs.

Key Responsibilities

• Acquire accredited investors interested in private markets and alternative investments to diversify portfolios.
• Establish and nurture relationships with top-tier clients as their main contact, understanding their investment goals to offer customized solutions.
• Collaborate with consumer leadership and teams to spot growth opportunities via client feedback in sales, partnerships, products, and digital journeys.
• Deliver timely, effective client support, resolving queries and handling escalations as needed.
• Monitor market trends, competitive factors, and client dynamics to identify opportunities and mitigate risks proactively.
• Work cross-functionally with sales, marketing, product, and operations to align client requirements and promote client success while feeding back insights for continuous improvement.
• Uphold financial regulatory compliance in all client-related activities.
• Participate in mandatory regulatory trainings to stay informed on products, services, and industry best practices.

Qualifications and Requirements

• Bachelor's degree in Business Administration, Marketing, or a related discipline; equivalent experience considered.
• 3-4 years experience in client account management, relationship management or investment advisory within finance sectors such as brokerage, wealth, asset management, insurance; fintech exposure is advantageous.
• Existing connections with mass affluent or high net-worth individuals is highly preferred.
• Comprehensive knowledge of traditional and alternative investment products, including private markets and hedge funds.
• Familiarity with client execution processes across various product classes is beneficial.
• Exceptional interpersonal, communication, negotiation, and influencing skills across varied client levels.
• Strong analytical and problem-solving skills to evaluate complex scenarios and deliver results.
• Ability to independently manage multiple clients simultaneously with excellent organization and prioritization.
• Proficiency with CRM platforms, preferably Salesforce or equivalents.
• Deep understanding of financial markets, investment products, and trading platforms essential.
• Demonstrated entrepreneurial mindset and adaptability to fast-changing environments.
• Mandatory completion of certifications RES1B, RES2B, M6 (CM-EIP), and M6A (CM-SIP).

Additional Information

Due to limited recruitment capacity, only candidates shortlisted will be contacted.