Independent Wealth Manager & Relationship Architect

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

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.