- Build and grow a high-value Accredited Investor client portfolio
- Shape client outcomes using a modern, CIO-led investment platform
About Our Client
Our client is a digital-first wealth management platform serving Accredited Investors in Singapore and the wider region. The firm combines institutional-quality investment solutions, CIO-led insights, and a technology-enabled client experience to help investors build globally diversified portfolios with confidence.
Operating with bank-grade governance and an agile, entrepreneurial culture, the organisation is positioning itself as a next-generation alternative to traditional private banking and EAM models.
Job Description
- Acquire and onboard Accredited Investor clients through own networks, referrals, events, and targeted outreach
- Own a client portfolio, driving AUM growth, recurring revenue, and wallet share
- Deliver structured portfolio reviews, market updates, and proactive investment ideas
- Translate house views and market themes into actionable, client-aligned solutions
- Act as the primary client contact, ensuring a consistently high service experience
- Collaborate closely with CIO, advisory, operations, and client service teams
- Uphold strong governance, suitability standards, and regulatory discipline
The Successful Applicant
- 5+ years of experience as a Relationship Manager or Client Advisor within wealth management, private banking, priority banking, or EAM environments
- Proven track record in client acquisition, AUM growth, and revenue generation
- Good existing network of clients a plus
- Strong understanding of capital markets and investment products
- Ability to run a disciplined client engagement and portfolio review process
- Comfortable operating in a digital-first, CRM-driven advisory environment
- High standards of professionalism, integrity, and client-centric thinking
What's on Offer
This role offers the opportunity to build a scalable, high-quality client book within a growing digital wealth platform. You will gain exposure to CIO-led investment thinking, institutional-grade solutions, and a collaborative front-office culture. The organisation supports continuous learning, provides structured advisory and product support, and offers long-term career progression as the platform expands regionally.
Contact
Yee Wee Khoo (Lic No: R23118233/ EA no: 18S9099)
Quote job ref
JN-042026-6999754
Phone number
+65 8925 1212
Michael Page International Pte Ltd | Registration No. 199804751N
