This role is focused on building and nurturing strategic relationships with institutional and fintech partners leveraging the firm’s trading platforms, brokerage capabilities, and investment solutions. The position plays a key role in driving client engagement, strengthening long-term partnerships, and ensuring a high-quality end-to-end client experience.
As the key liaison for assigned accounts, you will work cross-functionally with teams across trading, product development, operations, technology, and compliance to support onboarding, address client needs, and enhance overall service delivery. You will also play a consultative role in helping clients optimise the use of the firm’s offerings and identify opportunities for deeper collaboration.
A strong grasp of capital markets infrastructure and fintech ecosystems is important, particularly in areas such as digital brokerage solutions, API integrations, and cross-border investment platforms.
Performance in this role is measured through client satisfaction, usage and adoption of services, account development, and the strength of long-term client relationships rather than direct sales targets.
Key Responsibilities
- Manage and grow a portfolio of institutional, fintech, and broker clients, acting as the central point of contact for all relationship matters
- Develop a thorough understanding of client strategies, operational flows, and business objectives to deliver tailored support and identify growth opportunities
- Partner closely with internal stakeholders to support onboarding, implementation, and ongoing client engagement initiatives
- Guide clients through the full lifecycle—from initial setup and training to ongoing optimisation and retention
- Establish and refine client servicing standards, including documentation of workflows and coordination across internal functions
- Engage with senior stakeholders (internal and external) to align on priorities, enhance client outcomes, and uncover cross-sell or up-sell opportunities
- Evaluate the end-to-end client journey, proactively identifying gaps and recommending improvements to enhance the overall experience
- Leverage data and insights to assess client performance, anticipate needs, and provide actionable recommendations
- Collaborate with internal teams to troubleshoot issues, drive resolutions, and continuously improve service delivery
- Degree in Finance, Business, Economics, or a related discipline
- Around 5–8 years of relevant experience within financial services, fintech, brokerage, or capital markets environments
- Prior experience managing institutional clients, financial intermediaries, or fintech platforms is advantageous
- Familiarity with electronic trading systems, brokerage operations, or market infrastructure will be highly beneficial
- Demonstrated ability to independently manage client relationships and coordinate across multiple internal teams
- Strong organisational skills with the ability to manage competing priorities effectively
- Comfortable working with both commercial and technical stakeholders across functions
- Excellent communication skills with the ability to build credibility and trust with clients and colleagues
- Proactive, self-driven, and capable of working in a dynamic environment with minimal supervision
- Exposure to regional or cross-border business operations is a plus
Company Reg No.: 201131609D | License No.: 24S2411 | Reg No: R21102223 | Goh Choon Mui
