Relationship Manager

Pharos Asset Management Pte. Ltd.; Singapore; On-site; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Client relationships

Business development

Senior management collaboration

Growth opportunities

Remuneration discussions

Job summary

Pharos Asset Management Pte. Ltd. is seeking a motivated Relationship Manager to grow our client base and deepen relationships with high-net-worth individuals.

The role requires engaging Mandarin-speaking clients, identifying investment needs and developing new business opportunities. You will acquire and manage a portfolio of clients, coordinate with investment and compliance teams, and ensure client onboarding, KYC and AML processes are followed with the highest professional standards.

Qualifications

• 3+ years of relevant private banking/wealth management experience.
• Proven track record in acquiring and managing HNWI clients.
• Experience in building and maintaining a client portfolio.

Responsibilities

• Acquire, manage and expand relationships with HNWIs and clients, focusing on Chinese-speaking clients.
• Identify new clients through networks, referrals, events, and business development activities.
• Understand clients' financial circumstances and coordinate with internal teams to provide suitable investment solutions.
• Present investment opportunities and services to clients to grow assets under management (AUM).
• Maintain regular client contact, respond to enquiries, and support long-term retention.

Skills

Relationship management

Business development

Client acquisition

Mandarin Chinese

English communications

Interpersonal skills

Job description

About the role

Pharos Asset Management Pte. Ltd. is seeking a motivated, experienced and commercially driven Relationship Manager to develop client relationships, expand the client base and support the firm's business growth. The successful candidate should be confident in engaging Chinese-speaking clients, identifying investment needs and developing new business opportunities.

Key responsibilities

• Acquire, manage and develop long-term relationships with high-net-worth individuals (HNWIs), prospective clients and existing clients, with a focus on Chinese-speaking clients

• Proactively identify and acquire new clients through professional networks, referrals, industry contacts, events and other business development activities

• Understand clients' financial circumstances, investment objectives, risk appetite and requirements, and coordinate with internal teams to explore appropriate investment and fund solutions

• Present relevant investment opportunities and the firm's services to prospective and existing clients, and contribute to the growth of the firm's assets under management (AUM)

• Maintain regular contact with clients, provide responsive and professional service, follow up on enquiries and requests, and support long-term client satisfaction and retention

• Keep abreast of financial market developments and relevant investment products, and communicate appropriate market and product updates to clients

• Coordinate account opening, Know Your Customer (KYC) documentation, customer due diligence and other client onboarding procedures

• Work closely with investment, operations and compliance teams to facilitate client requests, investment-related processes and transaction coordination

• Conduct client-facing activities in accordance with applicable regulatory requirements, internal policies and procedures, including anti-money laundering (AML), KYC and customer due diligence requirements

• Build and maintain a healthy pipeline of prospective clients, monitor business development progress and work towards agreed client acquisition, retention and business growth objectives

About you

• At least 3 years of relevant working experience in private banking is preferred

• Prior banking experience; experience in wealth management, priority banking or relationship management will be an advantage

• Proven track record in client acquisition, relationship management and business development, with the ability to build and maintain a portfolio of clients

• Experience serving high-net-worth individuals (HNWIs) and a good understanding of their investment needs and expectations

• Good knowledge of investment products, financial markets and wealth management solutions

• Fluency in Mandarin Chinese and English is required, with the ability to communicate confidently and professionally with Chinese-speaking clients

• Strong communication, interpersonal, presentation, negotiation and client servicing skills

• Familiarity with client onboarding, KYC, AML, customer due diligence and financial services compliance requirements

• Self-motivated, commercially minded and able to work independently, take initiative and deliver results

• A high standard of professionalism, integrity, discretion and client confidentiality

About us

Pharos Asset Management Pte. Ltd. is an independent asset management firm focused on serving high-net-worth clients through well-structured investment and fund platforms. We value professionalism, integrity and long-term client relationships.

Benefits

• Opportunity to develop and manage relationships with high-net-worth clients

• Direct involvement in business development and investment-related client activities

• Close collaboration with senior management and investment professionals

• A professional environment with opportunities to contribute to the firm's long-term growth

• Performance incentives may also be discussed based on the candidate's experience, business contribution and the firm's remuneration arrangements