External Asset Manager Relationship Manager

SAFE HARBOR CAPITAL MANAGEMENT PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore is seeking a Relationship Manager to provide high-level investment strategies and personalized client service. The candidate will acquire and manage a portfolio of high-net-worth clients, ensuring compliance with regulatory standards. A Master's degree in Finance and at least 8 years of experience in Wealth Management are required, along with a strong preference for those pursuing CFA certification. This role offers a unique approach to private banking, leveraging independence for client benefit.

Qualifications

• 8–12 years of experience in Private Banking or Wealth Management.
• Possession of (or progress toward) the CFA designation is strongly preferred.
• Must meet local regulatory requirements to provide investment advice.

Responsibilities

• Acquire and nurture a portfolio of HNW/UHNW clients.
• Formulate and execute bespoke asset allocation strategies.
• Ensure compliance with AML/KYC standards.

Skills

Client relationship management

Investment strategy formulation

Compliance oversight

Asset allocation strategies

Education

Master’s degree in Finance or related field

Advanced research in Financial Engineering or Wealth Management

Job description

Role Overview

As a Relationship Manager within our Independent Asset Management department, you will operate at the intersection of high-level investment strategy and personalized client service. You will provide a truly objective alternative to traditional Private Banking, managing wealth through a conflict-free, multi-custodian approach.

Key Responsibilities

• AUM Growth & Retention: Acquire and nurture a portfolio of HNW/UHNW clients, leveraging the firm’s independence to offer superior value.
• Investment Strategy: Formulate and execute bespoke asset allocation strategies in line with the firm’s market views and the client's specific risk profile.
• Fiduciary Stewardship: Act as the client’s advocate across multiple banking platforms, ensuring competitive pricing and best-in‑class execution from custodians.
• Compliance Leadership: Oversee the integrity of client onboarding and periodic reviews, maintaining the highest standards of AML/KYC excellence.

Education & Professional Requirements

Academic Excellence:

• Master’s Degree Required: A Master’s degree in Finance, Economics, Business Administration (MBA), or a closely related quantitative field from a reputable university.
• Note: Candidates with advanced research in Financial Engineering or Wealth Management will be highly regarded.

Professional Qualifications:

• Certifications: Possession of (or progress toward) the CFA (Chartered Financial Analyst) designation is strongly preferred.
• Licensing: Must meet all local regulatory requirements (e.g., MAS, SFC, FINMA) to provide investment advice and manage portfolios.

Experience:

• Minimum of 8–12 years of experience in Private Banking or Wealth Management.
• Demonstrated ability to transition a significant book of business (typically $100M+ AUM) to an independent platform.