HNW Relationship Manager (Keenai Wealth)

Lighthouse Canton; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Keenai Global is a digital-first wealth platform serving Accredited Investors in Singapore and the wider region. The Role: Relationship Manager, owning end-to-end client growth from acquisition to deepening relationships and expanding revenue across the portfolio.

You will provide high-quality advisory solutions, drive platform adoption, and collaborate with CIO, advisory and client service teams to ensure a superior client experience.

Qualifications

• Minimum 5 years’ experience as an RM / Client Advisor in private banking, wealth or EAM settings.
• Strong track record in AUM/NNM growth and client retention.
• Solid understanding of capital markets and investment products; able to articulate risk/return trade-offs clearly.
• Comfortable working in a digital-first environment and using CRM/workflow tools.

Responsibilities

• Acquire new Accredited Investor clients and build a healthy pipeline through referrals, events, partnerships and targeted outbound activity.
• Onboard clients with defined objectives, risk profiles, and initial portfolio allocations; drive platform activation.
• Grow client AUM through periodic reviews, market updates and proactive rebalancing recommendations.
• Maintain high-quality client communications and documentation in CRM; partner with CIO and advisory teams to deliver holistic advice and fast issue resolution.

Skills

Relationship management

Sales / business development

CRM proficiency

Communication

Education

Professional accreditation for financial advisory in Singapore

Tools

CRM systems

Job description

Keenai Global 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.

Role Purpose

As a Relationship 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.

Requirements

Key Requirements

• Minimum 5 years’ experience as an RM / Client Advisor in 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 clients 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.