Keenai Wealth, part of Lighthouse Canton, is a digital-first wealth platform built for Accredited Investors in Singapore and the wider region. We combine institutional-quality investment solutions and CIO-led insights with a modern, intuitive client experience so clients can build globally diversified portfolios with confidence. We operate with bank-grade professionalism, high integrity, and a relentless focus on client outcomes with the agility and ownership culture of a fast-growing team.
As a Relationship Manager / Client Account Manager, you will own end-to-end client growth- from acquiring new Accredited Investor clients to deepening relationships, growing AUM, and expanding revenue across your portfolio. You will deliver high-quality advice and solutions across the product suite, drive adoption of the Keenai platform, and work closely with the CIO, advisory, and client service teams to provide a consistently exceptional client experience.
Success Measures
- New-to-platform client acquisition and funded accounts (quality and compliance aligned).
- Net new money (NNM) / AUM growth and revenue (recurring and transaction-led) from your portfolio.
- Client retention, share-of-wallet growth, and product penetration across key solutions.
- High-quality advisory discipline and digital adoption: regular portfolio reviews and clients actively using the platform.
Key Responsibilities
1) Client Acquisition (hunting)
- Build and manage a healthy pipeline of Accredited Investor prospects through referrals, events, partnerships, and targeted outbound activity.
- Convert prospects through consultative discovery, clear investment narratives, and timely follow-ups.
2) Onboarding and Activation
- Set clients up for early success: define objectives, risk profile, and an initial portfolio allocation.
- Drive activation by helping clients take first transactions and build confidence in using the platform.
3) Portfolio Growth and Revenue Generation (Farming)
- Own a client book and deliver structured engagement: periodic portfolio reviews, market updates, and proactive rebalancing recommendations.
- Deepen relationships to grow share of wallet, increase AUM, and expand revenue through suitable cross-sell and solutioning.
- Translate CIO views and market opportunities into actionable ideas aligned to client objectives and risk appetite.
- Identify retention risks early and execute recovery plans with high-touch communication and problem solving.
4) Client Experience and Stakeholder Management
- Be the primary point of contact for clients and deliver consistently high service standards across every interaction.
- Partner with the CIO, advisory, operations, and client service teams to deliver holistic advice and fast issue resolution.
- Maintain disciplined client communications and documentation in CRM to ensure continuity, transparency, and follow-through.
5) Risk Management and Regulatory Compliance
- Conduct all activities within the applicable regulatory framework and internal policies (including suitability, documentation, and communication standards).
- Stay current on relevant regulations impacting client interactions, product suitability, and onboarding/KYC requirements.
- Protect the firm's reputation by demonstrating the highest ethical standards and professional conduct.
6) Team Contribution
- Share best practices and contribute to playbooks, process improvements, and client education initiatives(webinars, briefings, events).
- Provide structured feedback on client needs and platform gaps to improve product, UX, and advisory tooling.
Qualifications and Experience
- 5-8 years experience as an RM/ Client Advisor in consumer banking, priority banking, private banking, or EAM, covering affluent to HNW clients.
- Demonstrated AUM/NNM and revenue track record, with strong relationship management and client retention outcomes.
- Strong understanding of capital markets and investment products able to articulate risk/return trade-offs clearly and responsibly.
- Comfortable working in a digital-first environment and using CRM/workflow tools to run an efficient client book.
Licensing and Certifications
- Relevant Singapore accreditations required for advising/dealing.
- Additional certifications such as CACS are a plus but not mandatory.
Core Competencies
- Consultative selling and strong discovery skills ability to translate client needs into solutions.
- Portfolio review discipline and the ability to communicate market views with clarity and conviction.
- High ownership mindset, strong execution, and comfort in a fast-paced, growth environment.
- Excellent communication and stakeholder management calm, professional, and client-first under pressure.
- High integrity, attention to detail, and strong documentation habits.
