Relationship Manager

LEO WEALTH SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Job summary

LEO WEALTH SINGAPORE PTE. LTD.

in Singapore seeks a Relationship Manager/Advisor to serve as the primary contact for German and French-speaking clients, delivering personalized wealth management and advisory services. Responsibilities include preparing customized financial plans, reports, and presentations, conducting detailed financial analyses, assisting with onboarding and account openings, performing periodic reviews, ensuring regulatory compliance, and collaborating with global team members

Qualifications

• 25+ years of Private Wealth Management experience in South Asia, South-East Asia, and India markets.
• Proven experience managing high-net-worth and ultra-high-net-worth clients.
• Fluency in German, French, and English; additional European languages are a plus.
• Expertise in Financial Planning and Finance.
• Strong analytical skills and ability to interpret financial data.
• Knowledge of investments and portfolio management strategies.
• Excellent report writing and presentation skills with attention to detail.
• Strong organizational skills and proactive problem solving.
• Excellent verbal and written communication abilities.
• Professional qualifications (CFP/CFA/CAIA) are highly desirable.
• Familiarity with wealth management software is an advantage.

Responsibilities

• Prepare customized financial plans, reports, and presentations.
• Conduct detailed financial analyses for clients.
• Assist with client onboarding and account opening.
• Perform periodic account reviews and ensure regulatory compliance.
• Collaborate with global team members to deliver tailored wealth management solutions.
• Maintain strong, long-term client relationships.

Skills

German

French

English

Financial Planning

Analytics

Investments

Portfolio Management

Report Writing

Communication

Organizational Skills

Education

CFP

CFA

CAIA

Tools

Wealth management software

Job description

Job Description & Requirements

This is a full-time role based in Singapore, with flexibility for some work-from-home arrangements. In this Relationship Manager/Advisor role, you will serve as the primary point of contact for German and French speaking clients, delivering personalized wealth management and advisory services. You will prepare customized financial plans, reports, and presentations, conduct detailed financial analysis, assist with client onboarding and account opening, perform periodic account reviews, and ensure compliance with applicable regulatory standards. You will work closely with global team members to deliver tailored wealth management solutions and maintain strong, long-term client relationships.

Qualifications

• 25+ years of experience in Private Wealth Management in South Asia, South-East Asia, and India markets
• Proven experience managing high-net-worth and ultra-high-net-worth clients
• Professional fluency in German, French, and English; additional European language skills are an advantage
• Expertise in Financial Planning and Finance
• Strong analytical skills and proficiency in interpreting financial data
• Knowledge of investments and portfolio management strategies
• Excellent report writing and presentation skills with attention to detail
• Strong organizational skills and a proactive approach to problem-solving
• Excellent verbal and written communication abilities
• Professional qualifications (e.g., CFP, CFA, CAIA, or similar) are highly desirable
• Familiarity with wealth management software is an advantage