Assistant Vice President Relationship Manager

LIGHTHOUSE CANTON PTE. LTD.; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

A financial services firm in Singapore is seeking a Relationship Manager to drive client acquisition and manage client portfolios for Accredited Investors. The ideal candidate will have 5-8 years of experience in private banking and a strong track record in asset growth and client retention. This role demands exceptional communication skills and the ability to deliver high-quality advice. You will work collaboratively with teams to ensure an exceptional client experience while maintaining compliance with regulatory standards.

Qualifications

• 5-8 years’ experience in consumer banking or private banking covering affluent clients.
• Strong track record in AUM growth and client retention.
• Understanding of capital markets and investment products.

Responsibilities

• Acquire new Accredited Investor clients and manage client portfolios.
• Deliver high-quality advice and engage clients actively on the platform.
• Conduct portfolio reviews and provide market updates.

Skills

Client acquisition

Relationship management

Consultative selling

Portfolio management

Education

5-8 years in consumer/private banking

Relevant Singapore accreditations

Tools

CRM tools

Job description

Keenai Global, 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.