Total 4 job vacancies by Lc Adroit Vantage Pte. Ltd.

LC Adroit Vantage

Adroit Vantage is a wealth technology company that builds solutions for wealth managers and individual investors. We leverage leading edge technology to deliver elegant solutions for intelligent investment decisions and are committed to setting standards for the wealth tech industry.

Job Purpose

Adroit Vantage has built a powerful digital wealth management platform for accredited investors and wealth managers. We are looking for a partnership sales development manager to help grow the partnership sales channel in Singapore. You will be responsible for identifying, developing, engaging, and nurturing strategic partnerships with wealth managers, associations, corporate organisations, social clubs, and communities in Singapore. Your primary goal will be to establish and expand sales channels through these partnerships, driving growth and revenue for the company.

Job Responsibilities

1. Partnership Development

• Identify and target potential partners within clubs, associations, communities, and corporate organizations in Singapore.
• Develop and execute a comprehensive partnership strategy to establish and grow sales channels.

2. Sales Strategy & Execution

• Negotiate and finalize partnership agreements, ensuring mutually beneficial terms and conditions.

3. Relationship Management

• Build and maintain strong relationships with key decision-makers and stakeholders within target organizations.
• Collaborate with internal teams, including marketing, product, and sales, to create compelling partnership proposals and presentations.
• Represent the company at industry events, conferences, and meetings to promote our brand and build a network of potential partners.

4. Performance Tracking & Reporting

• Monitor and analyze partnership performance, providing regular reports and insights to senior management.
• Stay informed about industry trends, competitor activities, and market opportunities to continuously refine partnership strategies.

Qualifications:

• Wealth Management Business Acumen: Minimum of a bachelor’s degree from an accredited college or university.
• Minimum of 3 – 7 years’ experience in retail/consumer banking (mass affluent/affluent wealth/ asset management space).
• A track record of building successful partnerships in the affluent client space.

Domain Skills

• Strong understanding of financial services industry and financial consulting responsibilities.
• Experience in understanding the financial needs of the mass affluent to lower HNW clients.
• Proven experience in partnership development, sales or business development within the wealth management or financial services industry.
• Strategic thinker that’s well connected in the industry to capitalize on partnership opportunities.
• Deep understanding of investment needs, frustrations, and preferences of the mass affluent and lower high net worth client segments.
• Excellent communication, negotiation, and presentation skills.
• Proficiency in CRM software and other sales tools.
• Extremely self-motivated and determined to work in a fast-paced, fast-growing, and entrepreneurial company.

Job Purpose

The shortlisted candidate can gain practical experience in project management and contribute meaningfully to ongoing projects.

Individual Contributor or People Manager

• Individual Contributor

Duties and Responsibilities

(A) UAT Testing

• Assist in executing test plans and test cases for user acceptance testing.
• Identify, document, and track software defects and issues using bug-tracking systems.
• Work closely with development teams to troubleshoot and resolve issues promptly.
• Communicate test results and findings to project stakeholders and team.
• Provide feedback and recommendations for improving software quality and user experience.

(B) JIRA Management

• Assist in raising and following up with tickets.
• Manage the configuration and administration of JIRA to support project management and software development processes.
• Troubleshoot issues, perform root cause analysis, and implement solutions to resolve technical problems.

(C) Stakeholders Management

• Coordinate with the relationship managers team and clients in resolving client/user login issues.
• Coordinate with banks, operations, and reconciliation teams on any portfolio-related issues.
• Handle user queries and monitor app issues to closure by coordinating with product and development teams.

(D) Training and Content Creation

• Prepare training content and conduct training – bringing awareness to the team.

(E) Access Management of Application

• Coordinate the creation of new access during onboarding of new hires and manage ongoing access of all users to all modules of the application.

Qualification

• At least a bachelor’s degree in computer science, Technology, Finance, business or a related field.

Soft Skills

• Proactive, meticulous, and attention to details.
• Ability to work independently.
• Good attitude with strong organizational and time management skills.
• Strong analytical and problem-solving skills.
• Strong communication and facilitation skills.

About LC Adroit Vantage

Adroit Vantage is a wealth technology company that builds solutions for wealth managers and individual investors. We leverage leading-edge technology to deliver elegant solutions for intelligent investment decisions and are committed to setting standards for the wealth tech industry.

Job Purpose

Adroit Vantage has built a powerful digital wealth management platform for accredited investors and is looking for a Client Acquisition Manager (CAM) to help grow its users in SEA. CAMs are responsible for onboarding mass affluent and HNWI clients onto the wealth tech platform and providing financial advice and solutions that meet their investment needs, across all the sophisticated products on the platform.

Individual Contributor or People Manager

• Individual Contributor.

Responsibilities

(1) Client Acquisition & Activation

• Grow the firm’s business by acquiring new clients through app downloads, and sign-ups, and driving account activity through transactions.
• Hunt, develop, and manage new and existing client relationships including ongoing regular client contact and communications.

(2) Relationship & Stakeholder Management

• Advise clients proactively based on their investment objectives by matching sophisticated product offerings to their individual needs.
• Assist clients through a digital onboarding and KYC process to get them set up as users.
• Showcase the firm’s wealth tech platform capabilities to clients in Southeast Asia.
• Drive the adoption efforts of the digital wealth platform by educating, teaching, advising, and encouraging clients to use the platform.
• Monitor user activity and work with internal teams (i.e., CIO team, client servicing team) to provide customized and comprehensive wealth management advice in line with the client’s investment objectives.

(3) Regulatory Compliance

• Ensure all transactions are within legal boundaries by staying updated with the regulations affecting banking and customer interactions.
• Ensure that the firm’s values, reputation, and standing are always well protected when representing the firm in external forums.
• Ensure that all activities are undertaken within the regulatory framework. Further, ensure that the company's policies and procedures are adhered to when performing their task.

Qualifications:

• Wealth Management Business Acumen: Minimum of a bachelor’s degree from an accredited college or university.
• Minimum of 3 – 7 years’ experience in retail/consumer banking (mass affluent client segment).
• A track record of having a strong network of trusted clients and successful AUM track record.
• Possess relevant accreditations like CACS 1 & 2.
• A commission-based compensation structure.

Domain Skills:

• Strong understanding of financial services industry and financial consulting responsibilities.
• Experience in understanding the financial needs of the mass affluent to lower HNW clients.
• Demonstrate strong interest in financial, global, and capital markets.
• Demonstrate strong interest in technology platforms specifically around wealth tech.
• Deep understanding of investment needs, frustrations and preferences of the mass affluent and lower high net worth client segments.

Soft Skills:

• Existing strong client connections in SEA.
• Excellent interpersonal skills and ability to build and foster a strong network of relationships.
• Extremely self-motivated and determined to work in a fast-paced, fast-growing, and entrepreneurial company.
• Ability to thrive in a fast-paced sales environment with a hunter mindset to crush sales targets.
• Ability to work independently and as part of a team and handle multiple responsibilities competently, with a high degree of accuracy in a high-pressure environment.
• Committed to extraordinary client service through professional excellence, the highest ethical standards, and effective use of available resources.
• Detail oriented, commitment to excellence and a high level of integrity.
• Possess active listening and critical thinking skills.
• Excellent business development and marketing skills.
• Tactfulness and adaptability to changing demands in a growing start-up.

About Adroit Vantage

Adroit Vantage is a wealth technology company that builds solutions for wealth managers and individual investors. We leverage leading edge technology to deliver elegant solutions for intelligent investment decisions and are committed to setting standards for the wealth tech industry.

Adroit Vantage's digital sales team is looking for a business development intern to conduct sales activities through digital outreach channels to promote our wealthtech solutions. This role will equip you with the "hunter" mindset that every business development representative should have in a fast-paced tech sales team. Are you interested in developing digital sales skills for a career in business development tech sales in the wealth management industry? Read on to see what the role entails.

Responsibilities

• Prospect Research: Conduct research activities on prospects to obtain information to perform digital or physical outreach. Using technology tools, you will learn how to scrape and maintain prospect information for outreach.
• Cold Outbound Digital Outreach: Use digital channels to send timely and personalized messages to prospects to educate and create awareness about Adroit Vantage's product offerings.
• Coordinate Sales and Marketing Campaigns: Collaborate with marketing teams to conduct customer related activities like product pitches, customer feedback and education.
• Maintain Pitch Collaterals: Create, update and refresh product pitch decks, charts, brochures and other collaterals used for sales engagements.
• Maintain CRM: Update and maintain CRM hygiene for Adroit Vantage's database.
• Product Pitching: Pitch and position Adroit Vantage's product offering to customers through digital and physical channels.
• Events & Networking: Attend events to network and build connections with prospects.
• Brainstorming: Join internal meetings with business heads to discuss ideas and plan actionable steps to accomplish goals.

What you will learn:

• Business Development Skills: You will learn the basics of tech sales by being exposed to techniques and strategies that business development representatives use to create awareness and attract customers into the sales funnel.
• Wealth Management Business Acumen: You will learn how the wealth management industry operates and be exposed to the business processes of Family Offices, Private Banks and Wealth Management Institutes.
• Business Technology Aptitude: You will learn how modern businesses use technology platforms like CRMs, ERPs and BIs to maintain databases. You will become a proficient user of these tools.
• Marketing and Sales Aptitude: You will learn how businesses create GTM strategies and activate different departments within the marketing and sales functions to execute campaigns.
• Pitching Skills: You will learn the basics of product pitching to a customer and how to sell benefits, not features of a platform.
• Networking Skills: You will learn how to strike conversations with strangers at in-person events or through digital channels.
• Stakeholder Management: You will learn how to navigate situations and manage relationships with people in the company.
• Time Management: You will learn how to manage different deliverables and tasks run on different timelines.

Qualities:

• Curious Learner: You are interested in how the wealth management business works and the technology platforms that are disrupting the industry.
• Go-Getter: You are an enterprising and energetic person who takes initiatives to learn or get things done.
• Technology Enthusiast: You are good at using technology tools and are genuinely passionate about how technology will change operational efficiencies in an organization.
• Navigate Uncertainty: You are comfortable in ambiguous situations and have a good street sense on how to handle such scenarios.
• Confident Communicator: You don't shy away from a microphone and are comfortable giving feedback/sharing ideas with peers, subordinates, and superiors.
• Creative Designer: You are a creative person who can express ideas verbally or through visual presentations like PPT slides/brochures.
• Proactive Sensible Hard Worker: You know when to take a break but also know when to take initiatives to lead and champion ideas.
• Fun Loving Ambivert: At the end of the day...we have to love what we do and enjoy the journey, celebrating wins together as a team as well as on our own.

Duration:

• 6-months internship (preferred).