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Client Service & Research Support, Regional Asset Management

Wilson · Singapore, Singapore

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A regional asset management firm is looking to hire a Client Service Support Professional to partner with key institutional clients and global prospects.This role sits at the crossroads of client servicing, portfolio reporting, investor relations, business development support, and client research. The individual will collaborate closely with internal teams across Investments, Operations, and Compliance to deliver an exceptional client experienceThis is a high-ownership role in a lean, dynamic environment—ideal for someone with strong analytical skills, meticulous attention to detail, intellectual curiosity, and a willingness to step beyond a fixed job scope when needed.Key Responsibilities Client Servicing & Relationship SupportAct as a primary point of contact for day-to-day client servicing mattersCoordinate client communications, meeting materials, and follow-up actionsAttend portfolio review meetings and document key discussion pointsClient Portfolio Reporting & AnalyticsPrepare weekly, monthly, quarterly, and ad-hoc client reports and presentation decksSupport performance calculations, attribution analysis, and portfolio analyticsAddress client inquiries on performance, positioning, and firm updatesMaintain high standards of accuracy, consistency, and timeliness across all deliverablesInvestor Relations & Business Development SupportConduct research on existing and prospective clients, including mandate suitability and engagement historyAssist in preparing investment presentations, pitch books, and due diligence materialSupport and maintain the investor pipeline and CRM databasesRequirements Experience & Background3-7 years of experience in sales support, client research, equity investing, client servicing, investor relations, business development support, portfolio reporting, or operations within asset management, banking, or financial servicesExperience working with institutional investors, family offices, or sophisticated HNW clientsBachelor’s degree in Business, Finance, Economics, or a related disciplineProficiency in PowerPoint, Excel, and WordUnderstanding of long-only equity strategies and fundamental investing is advantageousConsultant Registration No. R1332494Singapore Employment Agency License No: 16S8069Privacy Statement: By submitting an application and sharing your personal information with us, you consent to such information being collected, held, used and disclosed in accordance with our Privacy Policy (https://www.wilsonhr.com/privacy-policy)