3,921 Client Accounts jobs in Singapore

Who are we?

We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely.Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.

Why join us?

· We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).

· ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked withblue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTownand Fullerton Fund Management.

. The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.

· We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.

We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we’ve been waiting for you at ADDX.

Job Description:

ADDX is seeking a highly sales- and purpose-driven Client Account Manager who possesses a unique blend of expertise in financial markets, investment products, strategic thinking, and a strong client-focused and entrepreneurial mindset. As a Client Account Manager, you will play a pivotal role in working with our Head of Consumer Group to forging strong relationships with new and existing key accredited investors, and providing a strong feedback loop to enhance and improve our platform and digital client journey. This role will need to have the ability to manage a large portfolio of clients at scale, while having the ability to address more bespoke demands from our top-tier investors, as well as identifying strategic partnership opportunities.

Responsibilities:

1. Client Acquisition: Strong ability to acquire quality accredited investors who resonate with ADDX's proposition of investing in private markets and investment alternatives to strengthen and diversify their portfolio.

2. Client Relationship Management: Build and maintain strong relationships with top decile clients, serving as their primary point of contact. Understand their investment needs, objectives, and challenges to provide tailored solutions and meet their needs.

3. Strategic Business Development: Work closely with the Head of Consumer Group and team members to identify opportunities based on client feedback and experience across sales, partnerships, investment product and digital client journeys.

4. Client Support: Provide prompt and effective support to clients, addressing inquiries, resolving issues, and managing escalations.

5. Understand Market Trends: Understand industry trends, competitive landscape, and client-specific dynamics to proactively identify opportunities and mitigate risks.

6. Cross-functional Collaboration: Collaborate closely with internal teams, including sales, digital marketing, product, and operations, to align on client needs, ensure consistent messaging, and drive customer success. Share client feedback and insights regularly to inform product enhancements and service improvements.

7. Risk Management: Ensure compliance with financial regulatory and compliance standards when conducting regulated activities and managing client relationships.

8. Adherence to Financial Regulations and Standards: Attend mandatory training sessions and workshops conducted by LRC to ensure and enhance understanding and utilization of our products and services. Be aware of financial industry, best practices and trends.

Requirements:

1. Bachelor's Degree in Business Administration, Marketing, or a related field. An equivalent combination of education and experience may be considered.

2. 3-4 years’ experience in client account management, relationship management or investment advisory, preferably in a finance, brokerage, wealth management, asset management or insurance industry. Experience in a fintech or digital solutions a plus.

3. Network of existing mass affluent and high net-worth individuals would be a big advantage.

4. Strong experience in investment products across traditional and alternative spaces including private markets, hedge funds, etc.

5. Strong understanding of the client execution processes across different product classes would be a big advantage.

6. Strong interpersonal and communication skills, with the ability to build rapport, influence, and negotiate with clients at various levels.

7. Excellent problem-solving and decision-making abilities. Demonstrates capability to analyse complex situations, identify solutions, and drive results.

8. Ability to work independently and manage multiple client accounts simultaneously. Highly organized, detail-oriented, and able to prioritize tasks effectively.

9. Proficiency in CRM software and other relevant tools. Experience with Salesforce or similar platforms is desirable.

10. Knowledge of financial markets, investment products, or trading platforms is crucial to being successful in this role.

11. An entrepreneurship mindset, hands-on personality, with the flexibility to adapt and adjust quickly to fast-changing circumstances and scenarios are a must.

Due to our limited capacity, we regret that only shortlisted candidates will be notified.

Responsibilities

• Conduct thorough reviews of client account information and supporting documentation to ensure compliance with regulatory requirements
• Coordinate the onboarding process for new clients, liaising with internal and external stakeholders to gather necessary information and complete all necessary paperwork
• Maintain accurate and up-to-date client records and documentation
• Provide exceptional customer service and respond to client inquiries in a timely and professional manner
• Collaborate with cross-functional teams to identify and implement process improvements

Requirements

• Minimum Degree or relevant qualification
• Client account management or client onboarding role within the Banking & Financial Services industry is an advantage
• Must be comfortable with high volumes of documentation and paperwork
• Demonstrated problem-solving and critical thinking skills to identify and resolve issues
• Good communication skills with the ability to work independently as well as collaboratively within a team environment

Who are we?
We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely.Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.
Why join us?
· We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
· ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked withblue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTownand Fullerton Fund Management.
The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
· We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we’ve been waiting for you at ADDX.
Job Description:
ADDX is seeking a highly sales- and purpose-driven Client Account Manager who possesses a unique blend of expertise in financial markets, investment products, strategic thinking, and a strong client-focused and entrepreneurial mindset. As a Client Account Manager, you will play a pivotal role in working with our Head of Consumer Group to forging strong relationships with new and existing key accredited investors, and providing a strong feedback loop to enhance and improve our platform and digital client journey. This role will need to have the ability to manage a large portfolio of clients at scale, while having the ability to address more bespoke demands from our top-tier investors, as well as identifying strategic partnership opportunities.
Responsibilities:

• Client Acquisition: Strong ability to acquire quality accredited investors who resonate with ADDX's proposition of investing in private markets and investment alternatives to strengthen and diversify their portfolio.
• Client Relationship Management: Build and maintain strong relationships with top decile clients, serving as their primary point of contact. Understand their investment needs, objectives, and challenges to provide tailored solutions and meet their needs.
• Strategic Business Development: Work closely with the Head of Consumer Group and team members to identify opportunities based on client feedback and experience across sales, partnerships, investment product and digital client journeys.
• Client Support: Provide prompt and effective support to clients, addressing inquiries, resolving issues, and managing escalations.
• Understand Market Trends: Understand industry trends, competitive landscape, and client-specific dynamics to proactively identify opportunities and mitigate risks.
• Cross-functional Collaboration: Collaborate closely with internal teams, including sales, digital marketing, product, and operations, to align on client needs, ensure consistent messaging, and drive customer success. Share client feedback and insights regularly to inform product enhancements and service improvements.
• Risk Management: Ensure compliance with financial regulatory and compliance standards when conducting regulated activities and managing client relationships.
• Adherence to Financial Regulations and Standards: Attend mandatory training sessions and workshops conducted by LRC to ensure and enhance understanding and utilization of our products and services. Be aware of financial industry, best practices and trends.

Requirements:

• Bachelor's Degree in Business Administration, Marketing, or a related field. An equivalent combination of education and experience may be considered.
• 3-4 years’ experience in client account management, relationship management or investment advisory, preferably in a finance, brokerage, wealth management, asset management or insurance industry. Experience in a fintech or digital solutions a plus.
• Network of existing mass affluent and high net-worth individuals would be a big advantage.
• Strong experience in investment products across traditional and alternative spaces including private markets, hedge funds, etc.
• Strong understanding of the client execution processes across different product classes would be a big advantage.
• Strong interpersonal and communication skills, with the ability to build rapport, influence, and negotiate with clients at various levels.
• Excellent problem-solving and decision-making abilities. Demonstrates capability to analyse complex situations, identify solutions, and drive results.
• Ability to work independently and manage multiple client accounts simultaneously. Highly organized, detail-oriented, and able to prioritize tasks effectively.
• Proficiency in CRM software and other relevant tools. Experience with Salesforce or similar platforms is desirable.
• Knowledge of financial markets, investment products, or trading platforms is crucial to being successful in this role.
• An entrepreneurship mindset, hands-on personality, with the flexibility to adapt and adjust quickly to fast-changing circumstances and scenarios are a must.
  Due to our limited capacity, we regret that only shortlisted candidates will be notified.
  #J-18808-Ljbffr

Responsibilities

• Conduct thorough reviews of client account information and supporting documentation to ensure compliance with regulatory requirements
• Coordinate the onboarding process for new clients, liaising with internal and external stakeholders to gather necessary information and complete all necessary paperwork
• Maintain accurate and up-to-date client records and documentation
• Provide exceptional customer service and respond to client inquiries in a timely and professional manner
• Collaborate with cross-functional teams to identify and implement process improvements

Requirements

• Minimum Degree or relevant qualification
• Client account management or client onboarding role within the Banking & Financial Services industry is an advantage
• Must be comfortable with high volumes of documentation and paperwork
• Demonstrated problem-solving and critical thinking skills to identify and resolve issues
• Good communication skills with the ability to work independently as well as collaboratively within a team environment

Who are we?

We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.

Why join us?

1. We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
2. ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
3. The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
4. We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.

We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we’ve been waiting for you at ADDX.

ADDX is looking for a highly driven and client-focused Client Account Manager with a strong background in structured products to join our team. This role combines financial market expertise, strategic thinking, and a client-first mindset, making it perfect for individuals passionate about investment products and relationship management.

Responsibilities

1. Client Acquisition : Build a strong pipeline of accredited investors, educating them on the value of ADDX’s investment opportunities in private markets, structured products , and investment alternatives.
2. Client Relationship Management : Foster long-term relationships with key clients, ensuring their investment needs—especially related to structured products —are met with tailored solutions.
3. Strategic Business Development : Work alongside the Head of Consumer Group to gather feedback, identify client opportunities, and improve the overall client experience, with a particular focus on structured product offerings.
4. Client Support : Provide responsive support to clients, managing inquiries and escalations with efficiency, particularly regarding structured products .
5. Market Insights : Stay on top of market trends and client-specific dynamics related to structured products and other investment solutions to drive new business opportunities.
6. Collaboration : Work with cross-functional teams like sales, marketing, and operations to ensure client needs related to structured products are understood and addressed.
7. Risk Management & Compliance : Ensure all client relationships adhere to financial regulations and compliance standards, especially when dealing with structured products .
8. Continual Learning : Participate in training to keep knowledge of structured products and financial markets current, applying best practices to client interactions.

Requirements

1. Education : Bachelor's Degree in Business, Marketing, Finance, or a related field.
2. Experience : 3-4 years in client account management, investment advisory, or related fields (finance, wealth management, fintech). Strong experience in structured products is required.
3. Network : A strong network of mass affluent and high-net-worth individuals is a plus.
4. Investment Knowledge : Extensive experience in both traditional and alternative investments, with a deep understanding of structured products (e.g., structured notes, derivatives, etc.), private markets, and hedge funds.
5. Client Execution : Familiarity with client execution processes for structured products and other investment types.
6. Interpersonal Skills : Excellent communication and relationship-building skills with clients at all levels.
7. Problem-Solving : Strong analytical skills with the ability to find creative solutions for complex challenges, particularly in structured product design and investment strategies.
8. Organization : Ability to manage multiple accounts simultaneously, with excellent attention to detail.
9. CRM Proficiency : Familiarity with CRM software (Salesforce experience preferred).
10. Financial Acumen : Strong knowledge of financial markets, investment products—including structured products —or trading platforms.
11. Entrepreneurial Mindset : Ability to adapt to fast-changing environments with a proactive, hands-on approach.

Due to our limited capacity, we regret that only shortlisted candidates will be notified.

Join to apply for the Client Accounts Manager (Structured Products) role at ADDX

3 months ago Be among the first 25 applicants

Join to apply for the Client Accounts Manager (Structured Products) role at ADDX

Who are we?

We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.

• We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
• ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
• The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
• We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
  
  

• We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
• ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
• The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
• We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Sales and Business Development

Referrals increase your chances of interviewing at ADDX by 2x

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Who are we?

We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.

Why join us?

• We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
• ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
• The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
• We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.

We are growing, and we are looking for talented individuals to join our team and take us forward as the leader of the private market. If you believe in a future of fair financial markets, just like we do, we’ve been waiting for you at ADDX.

ADDX is looking for a highly driven and client-focused Client Account Manager with a strong background in structured products to join our team. This role combines financial market expertise, strategic thinking, and a client-first mindset, making it perfect for individuals passionate about investment products and relationship management.

Responsibilities

• Client Acquisition : Build a strong pipeline of accredited investors, educating them on the value of ADDX’s investment opportunities in private markets, structured products , and investment alternatives.
• Client Relationship Management : Foster long-term relationships with key clients, ensuring their investment needs—especially related to structured products —are met with tailored solutions.
• Strategic Business Development : Work alongside the Head of Consumer Group to gather feedback, identify client opportunities, and improve the overall client experience, with a particular focus on structured product offerings.
• Client Support : Provide responsive support to clients, managing inquiries and escalations with efficiency, particularly regarding structured products .
• Market Insights : Stay on top of market trends and client-specific dynamics related to structured products and other investment solutions to drive new business opportunities.
• Collaboration : Work with cross-functional teams like sales, marketing, and operations to ensure client needs related to structured products are understood and addressed.
• Risk Management & Compliance : Ensure all client relationships adhere to financial regulations and compliance standards, especially when dealing with structured products .
• Continual Learning : Participate in training to keep knowledge of structured products and financial markets current, applying best practices to client interactions.

Requirements

• Education : Bachelor's Degree in Business, Marketing, Finance, or a related field.
• Experience : 3-4 years in client account management, investment advisory, or related fields (finance, wealth management, fintech). Strong experience in structured products is required.
• Network : A strong network of mass affluent and high-net-worth individuals is a plus.
• Investment Knowledge : Extensive experience in both traditional and alternative investments, with a deep understanding of structured products (e.g., structured notes, derivatives, etc.), private markets, and hedge funds.
• Client Execution : Familiarity with client execution processes for structured products and other investment types.
• Interpersonal Skills : Excellent communication and relationship-building skills with clients at all levels.
• Problem-Solving : Strong analytical skills with the ability to find creative solutions for complex challenges, particularly in structured product design and investment strategies.
• Organization : Ability to manage multiple accounts simultaneously, with excellent attention to detail.
• CRM Proficiency : Familiarity with CRM software (Salesforce experience preferred).
• Financial Acumen : Strong knowledge of financial markets, investment products—including structured products —or trading platforms.
• Entrepreneurial Mindset : Ability to adapt to fast-changing environments with a proactive, hands-on approach.

Due to our limited capacity, we regret that only shortlisted candidates will be notified.

Client Accounts Manager (Structured Products)

Join to apply for the Client Accounts Manager (Structured Products) role at ADDX

Client Accounts Manager (Structured Products)

3 months ago Be among the first 25 applicants

Join to apply for the Client Accounts Manager (Structured Products) role at ADDX

Who are we?
We are ADDX, the entry point into private markets, and we aim to democratize private market investments. As a team, we strive to build a future where everybody can access financial ecosystems easily, fairly, and safely. Our team’s belief is real economies benefit when capital flows freely and efficiently, especially in the private market space.

• We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
• ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
• The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
• We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
  

• We have built the world’s first fully regulated platform for digital securities, licensed by the Monetary Authority of Singapore (MAS).
• ADDX is a global private market exchange headquartered in Singapore. To date, ADDX has listed more than 60 deals on its platform and worked with blue-chip names such as Hamilton Lane, Partners Group, Investcorp, Singtel, UOB, CGS-CIMB, as well as Temasek-owned entities Mapletree, Azalea, SeaTown and Fullerton Fund Management.
• The full-service capital market platform has raised a total of US$140 million in funding since its inception in 2017.
• We are backed by companies such as Singapore Exchange (SGX), the Stock Exchange of Thailand (SET), Temasek subsidiary Heliconia Capital, Japan Investments Corporation, the Development Bank of Japan (DBJ), UOB, KB Securities, Tokai Tokyo Financial Holdings and Hamilton Lane.
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

Referrals increase your chances of interviewing at ADDX by 2x

Sign in to set job alerts for “Client Account Manager” roles.

Client Relations Manager (Central / Luxury Watches)

Enterprise Account Executive, Healthcare Benefits - Singapore

Senior Executive, Loyalty Program – Account Management Operations

Enterprise Account Executive, Healthcare Technology- Singapore

Senior Account Executive - APAC (Remote)

Client Solutions Manager (Growth Market), MY

Client Relations Manager | Luxury Retail

Customer Success Manager/ Account Manager 202507

Client Account Manager - Global Family and Institutional Wealth

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Responsibilities:
Conduct thorough reviews of client account information and supporting documentation to ensure compliance with regulatory requirements
Coordinate the onboarding process for new clients, liaising with internal and external stakeholders to gather necessary information and complete all necessary paperwork
Maintain accurate and up-to-date client records and documentation
Provide exceptional customer service and respond to client inquiries in a timely and professional manner
Collaborate with cross-functional teams to identify and implement process improvements
Requirements:
Minimum Diploma or relevant qualification,
Client account management or client onboarding role within the Banking & Financial Services industry
Must be comfortable with high volumes of documentation and paperwork
Demonstrated problem-solving and critical thinking skills to identify and resolve issues
Good communication skills with the ability to work independently as well as collaboratively within a team environment
Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.
EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at You acknowledge that you have read, understood, and agree with the Privacy Policy.
#J-18808-Ljbffr