Relationship Manager - (Asia Market)

mokahr.com; Singapore; On-site; SGD 180,000 - 300,000; Full time

Job summary

Huaxing is seeking an experienced Relationship Manager to grow and manage a portfolio of HNWIs and UHNWIs across Asia. You will deliver tailored wealth management strategies, conduct regular portfolio reviews, and maintain a deep network in the region.

You will collaborate with internal teams to expand client base and ensure exceptional service. The ideal candidate has 5–7 years in private banking or wealth management, strong communication skills, and fluency in English plus an Asian language.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• 5–7 years in private banking/wealth management focusing on Asia.
• Strong understanding of financial services, products, and market dynamics in Asia.
• Proven track record in client acquisition and relationship management (HNW/UHNW).
• Fluency in English and at least one Asian language preferred.

Responsibilities

• Develop and manage relationships with HNW/UHNW clients across Asia.
• Identify and acquire new clients in the Asia market.
• Provide tailored wealth management strategies and investment advice.

Skills

Client relationship management

Financial advisory

Communication skills

Negotiation

Education

Bachelor's degree in Finance/Economics/Business

Master's degree

CFA certification

Job description

As a Relationship Manager focusing on the Asia market, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region. You will work closely with clients to understand their financial needs and provide tailored wealth management strategies and solutions. This role requires a deep understanding of the diverse markets across Asia, cultural nuances, and a robust network within the region.

Key Responsibilities

1. Client Relationship Management
   • Develop, manage, and nurture strong relationships with HNW and UHNW clients across the Asia market.
   • Act as the primary point of contact, offering personalized financial and investment advice.
   • Conduct regular portfolio reviews and meetings to ensure alignment with clients' financial objectives.
2. Business Development
   • Identify and acquire new HNW and UHNW clients in the Asia market.
   • Utilize your network and industry insights to expand the bank's client base.
   • Work with internal teams to create and implement strategies for client acquisition and retention.
   • Provide comprehensive financial planning and investment advice, considering clients' risk profiles, goals, and market conditions.
   • Offer a wide range of private banking services, including wealth management, estate planning, and tax optimization.
   • Stay updated on global and regional market trends, economic conditions, and financial products relevant to the Asia market.
3. Compliance and Risk Management
   • Ensure all client interactions and transactions comply with regulatory requirements and the bank's internal policies.
   • Monitor and manage the risk profile of clients' portfolios, adhering to risk management guidelines.
   • Maintain confidentiality and integrity of client information.
   • Work closely with product specialists, legal, compliance, and operations teams to deliver a seamless client experience.
   • Participate in team meetings, sharing insights and best practices relevant to the Asia market.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field. A master's degree or CFA certification is a plus.
• Minimum of 5-7 years of experience in private banking, wealth management, or a related field with a focus on the Asia market.
• Strong understanding of the financial services industry, investment products, and market dynamics in Asia.
• Proven track record in client acquisition and relationship management within the HNW and UHNW segments.
• Fluency in English and at least one Asian language (e.g., Mandarin, Cantonese, Bahasa, etc.) is highly preferred.
• Excellent communication, interpersonal, and negotiation skills.
• Strong ethical standards and commitment to client confidentiality.