Investments Relationship Manager
CapBay
AI-generated summary
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This job is an Investments Relationship Manager. You will identify business opportunities, build relationships with clients, educate them on investment products, provide consultations, generate leads, and assist with investor onboarding. You might like this job because it offers a chance to grow a client base and guide decision-making processes.
Undisclosed
Tropicana Gardens Office Tower
Full-Time
1 week ago
Job Description
In this role, you will be expected to:
- Identify and develop business opportunities to increase the existing client base
- Build and maintain strong relationships with prospective, existing, and High Net Worth clients
- Be a product expert and educate the clients on the investment products and the risk-adjusted returns
- Provide investors with comprehensive consultations and guide their decision-making process
- Enhance investor awareness, generate leads, or raise funds by developing marketing strategies
- Assist in onboarding investors, processing their applications, performing KYC checks, and filing regulatory reports
Job Requirements
We are looking for someone who is:
- Prior experience in relationship management, financial services, or FinTech industries would be a strong plus
- A strong leader with fantastic communication skills
- Excellent conflict resolution and interpersonal skills and ability to build lasting relationships with clients
- Able to work independently and within defined timelines
- Collaborative, responsive, hardworking, self-motivated, independent, and resourceful
- Have an eye for details and are organised
- Comfortable with working in a dynamic and fast-changing environment
Skills
Company Benefits
Employee Investment Scheme
We offer a special Employee Investment Scheme for CapBaes to start investing via our P2P platform
Staff Discount
Get staff discounts when you shop and dine at Tropicana Gardens Mall
Hybrid Working Arrangement
We are practicing a hybrid working style, so you don't have to worry about the traffic everyday!
Free Parking
Safe parking space provided on-site for CapBaes in Tropicana Gardens Mall itself
Dental & Optical
To improve CapBae’s overall well-being and quality of life, we offer fixed individual dental and optical benefits
Medical Insurance
Your health is our priority - we provide medical and personal accident insurance!
Additional Info
Company Activity
Last active - few hours ago
Experience Level
10 - 20 Years of Experience
Career Level
Manager / Team Lead
Job Specialisation
Marketing - General, Project Management, Sales (Corporate, Real Estate, Telesales, etc.)
Company Profile
CapBay
CapBay operates an award-winning Supply Chain Finance and Peer-to-Peer (P2P) Financing platform. We are passionate about helping small businesses grow through our facilitation of business financing, using existing trade data and relationships.
Through our proprietary credit-decisioning model, businesses of all sizes can obtain short-term financing, while banks and investors can participate in high-value financing deals.
