Executive Director, Senior Relationship Manager

Company Overview

Founded in 2018 as a family office and External Asset Manager, we have rapidly evolved into a prominent player in Singapore's financial landscape. Our mission is to assist high net-worth individuals and families navigate the ever-changing macro-economic landscape. In the dynamic and complex world of finance, we are our client's partner in safeguarding and growing our client wealth.

We are thrilled to announce our transformation from a Multi-Family Office into a Full-Fledged Fund Management Company. This transition underscores our commitment to providing comprehensive, sophisticated, and tailored investment solutions to our clients. With a strong track record of success, a seasoned team of experts, and a deep understanding of the global financial markets, we are our client go-to partner for managing and growing our client's wealth.

Business Function

Founded in 2018 as a family office and External Asset Manager, we have rapidly evolved into a prominent player in Singapore's financial landscape. Our mission is to assist high net-worth individuals and families navigate the ever-changing macro-economic landscape. In the dynamic and complex world of finance, we are our client's partner in safeguarding and growing our client wealth.

We are thrilled to announce our transformation from a Multi-Family Office into a Full-Fledged Fund Management Company. This transition underscores our commitment to providing comprehensive, sophisticated, and tailored investment solutions to our clients. With a strong track record of success, a seasoned team of experts, and a deep understanding of the global financial markets, we are our client go-to partner for managing and growing our client's wealth.

Job Description

This is a new Relationship Manager (RM) opportunity, as part of the expansion in the Singapore team and we are looking for Senior Relationship Manager (RM) professionals.

Client Relationship Management

- An established network of HNWI/ UHNW clientele with ability to enhance client asset size over time.

- Develop and maintain strong relationships with clients, understand their needs, provide them with solutions.

Business Development

- Build, establish and grow Client Relationships

- Utilize your network and industry insights to expand client base.

- Have a plan to develop the client book with measurable outcomes

- You will be responsible for achieving annual revenue targets and objectives.

Investment Advisory

- Take a strategic view of your clients investments, aligning their portfolios with their risk profiles, goals, and market conditions.

- Providing market updates and modification of client positions due to changes in market conditions

Compliance

- Ensure all client interactions and transactions comply with regulatory requirements and the bank's internal policies.

- Monitor and manage the risk profile of clients portfolios, adhering to risk management guidelines

Requirements

- Understands the core concepts, principles, processes or procedures of Wealth Management and Banking

- Minimum 8 years of relevant experience in Private Banking, Wealth Management or related fields

- Good communication and interpersonal skills

- Ability to build strong client networks, with an entrepreneurial mind-set

- Must be familiar with the Singapore regulatory framework with proven ability to navigate in fast paced environment

- Professional certifications (CFA, CFP, CPWA) are advantageous

- Strong ethical standards and commitment to client confidentiality.

The SeedRock Experience

Your journey with us begins with an introduction to our vibrant culture and values by our HR team. Then, you'll meet our CEO to assess your fit and explore how SeedRock can support your success in the wealth management industry.