Total 2 job vacancies by Red Beacon Asset Management Pte. Ltd.

Job Summary

Conduct client due diligence and know your client (KYC) checks to ensure compliance with regulatory standards. Manage trade placement processes and maintain strong client relationships. Deliver product training and support special projects. Perform administrative duties as a Registered Representative under Monetary Authority of Singapore regulations.

Responsibilities

• Conduct know your client (KYC) and client due diligence checks to verify client information and ensure regulatory compliance
• Execute trade placement activities accurately to facilitate timely transaction processing
• Manage client relationships by addressing inquiries and providing ongoing support to enhance client satisfaction
• Deliver product training sessions to internal teams or clients to improve product knowledge and usage
• Support special projects by collaborating with cross-functional teams to achieve project objectives
• Perform administrative duties in compliance with Monetary Authority of Singapore requirements as a Registered Representative
• FLUENT IN JAPANESE LANGUAGE

Key Responsibilities

• Serve as the primary point of contact for a portfolio of high-net-worth (HNW) / ultra-high-net-worth (UHNW) clients
• Build and maintain long-term, trust-based client relationships
• Understand clients’ financial goals, risk appetite, and investment preferences
• Provide tailored advisory on investment products, wealth planning, and portfolio strategies
• Collaborate with internal teams (investment, compliance, operations) to deliver holistic solutions
• Identify cross-selling and upselling opportunities across financial products and services
• Monitor client portfolios and provide timely updates, reviews, and recommendations
• Ensure full compliance with regulatory requirements and internal policies
• Support onboarding of new clients, including due diligence and documentation
• Mentor junior advisors and contribute to team performance