Client Associate (Sales Support), Intermediary Client Coverage Team (Asset Management)

Location: Singapore

Company

Asset management firm offering equities, fixed income, multi-asset, alternative, and private market investment solutions through intermediary distribution channels.

What you will do

• Provide end-to-end sales support across the client lifecycle, including pipeline management, pitch preparation, client queries, meeting briefings, and follow-up materials.
• Coordinate with product specialists and portfolio management to source performance commentary, attribution, and positioning updates.
• Maintain and analyze distributor flows, AUM, sales activity, redemption risk, concentration, and target-account data; produce monthly dashboards and business reports.
• Own CRM data integrity, log meetings and opportunities, report on pipeline activity, and maintain distributor contact maps and product availability records.
• Coordinate distributor onboarding, including KYC, distribution agreements, legal and compliance approvals, fund registration, and product availability.
• Customize marketing collateral and organize client events, roadshows, training sessions, webinars, and product launches across Southeast Asia.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.
• 3–7 years of relevant experience in asset management, private banking, wealth management, financial services sales support, or client service.
• Working knowledge of mutual funds, UCITS structures, share classes, and multi-asset products across equities, fixed income, alternatives, and private markets.
• Advanced Excel and PowerPoint skills; experience with CRM platforms such as Salesforce and BI/reporting tools is beneficial.
• Excellent written and verbal communication skills in English; strong organization, attention to detail, initiative, and ability to manage multiple deadlines across time zones.
• CMFAS Modules, CFA, or CAIA progress is viewed favorably; familiarity with Southeast Asian intermediary markets is preferred.

Culture & Benefits

• High-visibility role with direct exposure to distribution partners and investment, product, marketing, legal, and compliance stakeholders.
• Collaboration with teams across Southeast Asia and multiple internal functions.
• Visa sponsorship may be available for qualified candidates, subject to company policy and applicable laws.
• Equal opportunity employment and accessibility support during the application process.