Management Executive - Client Services

Company Overview

SqSave is the B2C brand of PIVOT Fintech Pte. Ltd., a MAS-licensed Singapore fintech using AI to deliver automated, mobile-enabled investment management with proprietary gamified risk profiling and financial literacy tools.

Job Summary

We are a MAS-licensed asset manager using quantitative AI to invest automatically for clients. We seek a motivated team member to manage daily client operations and support growth of our client base.

Responsibilities

Manage client data by processing queries and account applications to ensure accurate and timely client service

Support business, risk, and compliance audit functions by assisting in data collection and documentation to maintain regulatory standards

Contribute to digital marketing initiatives and projects by collaborating with the marketing team to enhance client engagement and brand presence

Preferred competencies and qualifications

Demonstrate entrepreneurial mindset to identify opportunities and contribute to business growth

Exhibit an outgoing personality to build rapport and foster client relationships

Apply good networking skills to expand client base and professional connections

Utilize digital skills to support marketing and operational tasks effectively

Hold a diploma or degree as a foundation for understanding finance and technology concepts

Show passion for finance and technology to align with company values and mission

SqSave is the B2C brand of PIVOT Fintech Pte. Ltd. (201716150D) which holds a Capital Markets Services licence (CMS100806) and is regulated by the Monetary Authority of Singapore.

PIVOT is a Singapore fintech using Machine Learning AI (ML) to execute mobile-enabled investment management in Asia. We have proprietary technology with innovations in gamified risk profiling and financial literacy content for children.

PIVOT aligns with clients' interests and aims to democratize financial services for the un(der)served. PIVOT designs and manage personalised investment portfolios 24x7 - with no human intervention.

SqSave - "Smart Investing for Anyone, Anywhere, Anytime".