Private Wealth Client Management Executive

Empower Partners Singapore; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Empower Partners Singapore is partnering with an established External Asset Management (EAM) office to hire a Private Wealth Client Management Executive to support its private wealth business and deliver a high standard of client service to HNW and UHNW clients.

You will support Relationship Managers in onboarding, KYC/AML documentation and reviews, coordinate with private banks and custodians, and prepare client reports, statements and portfolio updates.

Qualifications

• Diploma or degree in Finance, Banking, Business or related discipline.
• 2–5 years of experience in private banking, wealth management, client servicing or relationship management support.
• Familiarity with client onboarding, KYC/AML processes and private banking operations.
• Strong communication and interpersonal skills to engage affluent clients and external stakeholders.
• Meticulous, organised and proactive with ability to manage multiple priorities.
• Proficient in Microsoft Office; experience working with private banks or EAM platforms will be an advantage.

Responsibilities

• Support Relationship Managers in servicing HNW and UHNW clients.
• Handle onboarding, KYC/AML documentation and reviews.
• Coordinate with private banks, custodians and internal stakeholders on maintenance and transfers.
• Prepare client reports, account statements, portfolio updates and presentation materials.
• Monitor outstanding documentation and follow up on pending operational matters to ensure timely resolution.
• Maintain accurate client records and ensure compliance with internal policies and regulatory standards.
• Provide day-to-day administrative and operational support to the private wealth team.

Skills

Communication skills

Interpersonal skills

Attention to detail

Time management

Education

Diploma or degree in Finance, Banking, Business or related discipline

Tools

Microsoft Office

EAM platforms

Job description

We are partnering with an established External Asset Management (EAM) office to hire a Private Wealth Client Management Executive to support its private wealth business and deliver a high standard of client service to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Key Responsibilities

• Support Relationship Managers in managing and servicing HNW and UHNW clients, ensuring a seamless client experience.
• Handle client onboarding, account opening, KYC/AML documentation and periodic reviews in accordance with regulatory requirements.
• Coordinate with private banks, custodians and internal stakeholders on account maintenance, fund transfers, trade instructions and other client requests.
• Prepare client reports, account statements, portfolio updates and presentation materials.
• Monitor outstanding documentation and follow up on pending operational matters to ensure timely resolution.
• Maintain accurate client records and ensure compliance with internal policies and regulatory standards.
• Provide day-to-day administrative and operational support to the private wealth team.

Requirements

• Diploma or degree in Finance, Banking, Business or a related discipline.
• 2-5 years of experience in private banking, wealth management, client servicing or relationship management support.
• Familiarity with client onboarding, KYC/AML processes and private banking operations.
• Strong communication and interpersonal skills, with the ability to engage professionally with affluent clients and external stakeholders.
• Meticulous, organised and proactive, with strong attention to detail and the ability to manage multiple priorities.
• Proficient in Microsoft Office; experience working with private banks or EAM platforms will be an advantage.