Overview
Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction Drive growth by encouraging clients to increase their investment contributions Share curated insights, research, and investment recommendations from the internal advisory team Requirements MBA graduate is a must and coming from a reputable university is preferred Strong interpersonal and communication skills Previous experience in sales, account management, or client servicing is an advantage Willingness to work full-time onsite at the company’s office
Full job description
Full Job Description
- Manage a portfolio of clients, including professionals, entrepreneurs, and high-net-worth individuals, with a focus on long-term relationship building
- Conduct regular check-ins and review meetings with clients to discuss portfolio performance and provide updates
- Maintain ongoing communication with clients through calls, messages, and digital channels to ensure engagement and satisfaction
- Drive growth by encouraging clients to increase their investment contributions
- Share curated insights, research, and investment recommendations from the internal advisory team
Requirements
- MBA graduate is a must and coming from a reputable university is preferred
- Strong interpersonal and communication skills
- Previous experience in sales, account management, or client servicing is an advantage
- Willingness to work full-time onsite at the company’s office
Tips for this job
Practical Job and Scholarship guidance. These tips do not replace official rules or create new eligibility requirements.
- Tailor the CV and application to the responsibilities and required skills stated on the official employer page.
- Use concrete evidence of relevant work, projects and measurable results rather than generic claims.
- Confirm location, work authorization, remote restrictions and sponsorship terms before applying.
- Apply through the original employer or official recruitment destination shown on this page.
Verification notes
Discovered directly from the employer’s public Workable account endpoint with details=true where supported. Public description, responsibilities, requirements and benefits were normalized into complete candidate-facing sections.
Job and Scholarship is the discovery and verification layer. Confirm eligibility, dates, salary/funding and application instructions on the original source before submitting anything.
Ajaib Group (workable) ↗Browse current Job and Scholarship listings from Ajaib Group (workable) →
