We are seeking an experienced and client-focused Relationship Manager to join our Wealth Management team in Singapore. The ideal candidate will be responsible for developing and managing high-net-worth (HNW) client relationships, providing tailored investment solutions, and driving business growth in alignment with regulatory standards and company objectives.
Key Responsibilities:
Client Acquisition & Relationship Management
- Identify, acquire, and manage HNW and UHNW clients to grow the firm's wealth management business
- Build long-term relationships by understanding clients financial goals and providing personalized solutions.
Investment Advisory & Execution
- Offer comprehensive investment advice across asset classes, including equities, fixed income, structured products.
- Execute client transactions accurately and in compliance with internal policies and MAS regulations.
Business Development
- Develop and implement strategies to expand the client base and increase assets under management (AUM).
- Collaborate with product specialists and internal teams to deliver innovative solutions.
Compliance & Risk Management
- Ensure adherence to regulatory requirements, including KYC, AML, and suitability standards.
- Maintain accurate client documentation and uphold the highest ethical standards.
Qualifications & Requirements:
- Bachelor's degree in Finance, Business, Economics, or related field.
- Minimum 5 years of frontline experience in wealth management, private banking, or brokerage environment.
- Strong knowledge of financial markets, investment products, and regulatory frameworks in Singapore.
- Proven track record in client acquisition and relationship management.
- Excellent communication, negotiation, and interpersonal skills.
- MAS Representative License (CMS for dealing in securities) or ability to obtain one.
- Fluency in English proficiency in Mandarin or other Asian languages is a plus to communicate with Headquarter in Hong Kong and Shanghai.
