Relationship Manager

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced Relationship Manager to focus on North Asia markets. The role involves managing HNW and UHNW clients, identifying needs, and delivering tailored investment solutions. Candidates should have at least 5 years of experience in private banking or wealth management and a strong network in the region. This position offers an entrepreneurial environment.

Qualifications

• Minimum 5 years of experience as a Relationship Manager in Private Banking, EAM, or Wealth Management.
• Proven track record in client acquisition and revenue generation.
• Sound knowledge of investment products and portfolio management.

Responsibilities

• Develop and manage relationships with HNW and UHNW clients from North Asia.
• Identify client needs and provide bespoke wealth management solutions.
• Drive client acquisition and asset growth, leveraging existing networks.

Skills

Client acquisition

Wealth management

Investment advisory

Relationship management

Regulatory compliance

Education

Bachelor's Degree in Finance or related discipline

Job description

JOB ID :1153911

Relationship Manager (North Asia) - External Asset Management (EAM)

Location: Singapore

About the Role

We are partnering with a growing External Asset Management (EAM) firm to hire an experienced Relationship Manager focusing on North Asia markets. The successful candidate will be responsible for originating, acquiring, and managing a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, while delivering tailored investment solutions in collaboration with private banking partners and product specialists.

This is an excellent opportunity for private bankers or EAM professionals seeking a more entrepreneurial and independent platform.

Key Responsibilities

• Develop and manage relationships with HNW and UHNW clients from the North Asia region (Hong Kong, China, Taiwan, etc.).
• Identify client needs and provide bespoke wealth management and investment advisory solutions.
• Collaborate closely with private banks, custodians, and investment providers to deliver holistic solutions.
• Drive client acquisition and asset growth, leveraging existing networks and business referrals.
• Ensure all transactions and client interactions comply with regulatory and internal requirements, including KYC/AML.
• Maintain regular communication with clients to ensure consistent and high-quality service delivery.
• Work with the investment and operations teams to ensure smooth client onboarding and portfolio administration.

Requirements

• Bachelor's Degree in Finance, Business, Economics, or a related discipline.
• Minimum 5 years of experience as a Relationship Manager in Private Banking, EAM, or Wealth Management, with a strong network in the North Asia region.
• Proven track record in client acquisition, AUM growth, and revenue generation.
• Sound knowledge of investment products, portfolio management, and capital markets.
• Entrepreneurial mindset, client-centric approach, and ability to thrive in a boutique EAM setup.

EA Personnel Name: Tan Gabriel

EA Personnel Reg. No.: R22104076

EA Licence No.: 07C5771