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 experience.
This 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 Support
- Act as a primary point of contact for day-to-day client servicing matters
- Coordinate client communications, meeting materials, and follow-up actions
- Attend portfolio review meetings and document key discussion points
- Prepare weekly, monthly, quarterly, and ad-hoc client reports and presentation decks
- Support performance calculations, attribution analysis, and portfolio analytics
- Address client inquiries on performance, positioning, and firm updates
- Maintain high standards of accuracy, consistency, and timeliness across all deliverables
- Conduct research on existing and prospective clients, including mandate suitability and engagement history
- Assist in preparing investment presentations, pitch books, and due diligence materials
- Support and maintain the investor pipeline and CRM databases
Requirements Experience & Background
- 5–10 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 services
- Experience working with institutional investors, family offices, or sophisticated HNW clients
- Bachelor’s degree in Business, Finance, Economics, or a related discipline
- Proficiency in PowerPoint, Excel, and Word
- Understanding of long-only equity strategies and fundamental investing is advantageous
Consultant Registration No. R1332494
Singapore Employment Agency License No: 16S8069
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WilsonHCG is an award-winning, global talent solutions leader. With a global presence spanning 65+ countries and six continents, WilsonHCG provides a full suite of configurable talent services, including executive search, recruitment process outsourcing (RPO), contingent talent solutions and technology advisory. Our executive search practice is widely recognised as the leading search and selection firm in Asia, providing collaborative solutions to financial services, commercial and professional services clients.
With offices in Hong Kong, Singapore, Shanghai, Beijing and Tokyo, WilsonHCG provides access to a robust, long-standing network throughout Asia, bolstered by a team of consultants and in-house researchers with regional expertise.
Let us help you take the next step in your career.
SG EA License No: 16S8069 | HK EA License No: 61753 | JP Employment Services Licence No: 13-ユ-312551
