Relationship Manager / Client Account Manager,

Tech Aalto Pte ltd; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

Tech Aalto Pte ltd is seeking an experienced Relationship Manager / Client Account Manager in Singapore. You will own end-to-end client growth—from acquiring Accredited Investor clients to deepening relationships, growing AUM, and expanding revenue across your portfolio.

You will deliver high-quality advice, drive adoption of the investment platform, and partner with CIO/advisory teams for exceptional client experiences.

Qualifications

• 5–8+ years experience as RM / Client Advisor in banking or EAM for affluent to HNW clients.
• Demonstrated AUM/NNM and revenue growth track record.
• Strong relationship management and client retention outcomes.
• Comfortable with digital-first environment and CRM/workflow tools.

Responsibilities

• Client acquisition: build pipeline of Accredited Investor prospects and convert through consultative discovery.
• Onboarding: set objectives, risk profile, and initial portfolio allocation for early success.
• Portfolio growth and revenue: own client book, conduct regular reviews, cross-sell solutions, and manage retention risks.
• Client experience: be primary contact, coordinate with CIO/advisory/operations for holistic advice and fast issue resolution.
• Risk management: ensure regulatory compliance, documentation, and suitability standards.
• Team contribution: share best practices and provide feedback on platform gaps.

Skills

Relationship management

CRM usage

Portfolio reviews

Regulatory compliance

Education

Singapore accreditations

CACS certification

Tools

CRM software

Workflow tools

Job description

Relationship Manager / Client Account Manager,

Relationship Manager

Role purpose As a Relationship Manager / Client Account Manager, you will own end-to-end client growth- from acquiring new Accredited Investor clients to deepening relationships, growing AUM, and expanding revenue across your portfolio. You will deliver high-quality advice and solutions across the product suite, drive adoption of the company’s investment platform, and work closely with the CIO, advisory, and client service teams to provide a consistently exceptional client experience.

Success measures

• New-to-platform client acquisition and funded accounts (quality and compliance aligned).
• Net new money (NNM) / AUM growth and revenue (recurring and transaction-led) from your portfolio.
• Client retention, share-of-wallet growth, and product penetration across key solutions.
• High-quality advisory discipline and digital adoption: regular portfolio reviews and clients actively using the platform.

Key responsibilities

1) Client acquisition (hunting)

• Build and manage a healthy pipeline of Accredited Investor prospects through referrals, events, partnerships, and targeted outbound activity.
• Convert prospects through consultative discovery, clear investment narratives, and timely follow-ups.

2) Onboarding and activation

• Set clients up for early success: define objectives, risk profile, and an initial portfolio allocation.
• Drive activation by helping clients take first transactions and build confidence in using the platform.

3) Portfolio growth and revenue generation (farming)

• Own a client book and deliver structured engagement: periodic portfolio reviews, market updates, and proactive rebalancing recommendations.
• Deepen relationships to grow share of wallet, increase AUM, and expand revenue through suitable cross-sell and solutioning.
• Translate CIO views and market opportunities into actionable ideas aligned to client objectives and risk appetite.
• Identify retention risks early and execute recovery plans with high-touch communication and problem solving.

4) Client experience and stakeholder management

• Be the primary point of contact for clients and deliver consistently high service standards across every interaction.
• Partner with the CIO, advisory, operations, and client service teams to deliver holistic advice and fast issue resolution.
• Maintain disciplined client communications and documentation in CRM to ensure continuity, transparency, and follow-through.

5) Risk management and regulatory compliance

• Conduct all activities within the applicable regulatory framework and internal policies (including suitability, documentation, and communication standards).
• Stay current on relevant regulations impacting client interactions, product suitability, and onboarding / KYC requirements.
• Protect the firm’s reputation by demonstrating the highest ethical standards and professional conduct.

6) Team contribution

• Share best practices and contribute to playbooks, process improvements, and client education initiatives (webinars, briefings, events).
• Provide structured feedback on client needs and platform gaps to improve product, UX, and advisory tooling.

Qualifications and experience

• 5–8+ years’ experience as an RM / Client Advisor in consumer banking, priority banking, private banking, or EAM, covering affluent to HNW clients.
• Demonstrated AUM/NNM and revenue track record, with strong relationship management and client retention outcomes.
• Strong understanding of capital markets and investment products; able to articulate risk/return trade-offs clearly and responsibly.
• Comfortable working in a digital-first environment and using CRM/workflow tools to run an efficient client book.

Licensing and certifications

• Relevant Singapore accreditations required for advising/dealing
• Additional certifications such as CACS are a plus but not mandatory

Core competencies

• Consultative selling and strong discovery skills; ability to translate clients needs into solutions.
• Portfolio review discipline and the ability to communicate market views with clarity and conviction.
• High ownership mindset, strong execution, and comfort in a fast-paced, growth environment.
• Excellent communication and stakeholder management; calm, professional, and client-first under pressure.
• High integrity, attention to detail, and strong documentation habits.

Confidentiality is assured, and only shortlisted candidates will be notified for interviews.