We are partnering with a leading financial institution to hire a Wealth Relationship Manager to manage and grow a portfolio of High Net Worth (HNW) clients in Singapore.
This role focuses on delivering holistic wealth management solutions, deepening client relationships, and driving sustainable revenue growth.
Key Responsibilities
- Manage and grow an existing portfolio of HNW clients (typically USD 1-5M AUM range)
- Acquire new clients through referrals, networks, and business development activities
- Provide tailored wealth solutions across: Investments (funds, equities, structured products) Lending solutions Insurance and wealth protection
- Work closely with product specialists and investment advisors to deliver customised strategies
- Conduct regular portfolio reviews and ensure alignment with clients financial objectives
- Ensure compliance with all regulatory requirements and internal policies
Requirements
- 3-8 years of experience in wealth management / private banking / priority banking
- Proven experience managing HNW clients in Singapore.
- Experience managing North Asia HNW clients would be advantageous
- Strong understanding of financial markets and investment products
- Demonstrated ability to acquire and grow client relationships
- Relevant certifications (e.g., CMFAS, FASEA equivalent if applicable)
- Strong communication and stakeholder management skills
License No.22C1076 | EA Reg.: R24124787
