Relationship Manager (Family Office)

WATERSTONE CONSULTING PTE. LTD.; Singapore; On-site; SGD 120,000 - 200,000; Full time

Job summary

WATERSTONE CONSULTING PTE. LTD. in Singapore seeks a front-office wealth management professional to acquire high-net-worth clients, manage relationships, and provide tailored investment solutions. You will onboard clients in line with policies and procedures and work to understand their financial goals.

The role involves developing investment strategies aligned with risk tolerance, offering comprehensive financial planning, and ensuring regulatory compliance across transactions.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or Business.
• Proven experience in client management or relationship banking.
• CMFAS or equivalent certifications are often required or highly valued.
• Exceptional communication, interpersonal and sales skills with strong financial acumen.

Responsibilities

• Acquire high-net-worth clients and achieve assets under management.
• On-board clients according to policies and procedures.
• Serve as the main contact for wealthy clients to understand their financial goals and provide tailored solutions.
• Develop and execute investment strategies tailored to client risk tolerance; asset allocation across stocks, bonds, and alternatives.
• Provide comprehensive financial planning including trust services, philanthropic planning, and estate planning.
• Ensure all transactions adhere to company and internal policies and regulatory guidelines.

Skills

Communication & sales skills

Education

Bachelor's degree in Finance, Accounting, Economics, or Business

Job description

Key Responsibilities

• Business Development:Acquire high-net-worth clients and achieve assets under management (AUM). Perform on-boarding of clients in accordance with established policies and procedures.
• Client Relationship Management:Serving as the main contact for wealthy clients to understand their financial goals and provide customized solutions.
• Wealth Management & Investment Advice:Developing and executing investment strategies tailored to client risk tolerance, including asset allocation across stocks, bonds, and alternatives. Advise clients on their personal financial needs and objectives by analysing their financial needs and objectives, recommend financial solutions, execute clients' instructions and address queries, concerns and issues on their existing banking and financial transactions.
• Financial Planning:Providing comprehensive services including trust services, philanthropic planning, and estate planning.
• Risk & Compliance Management:Ensure all transactions adhere to company and internal policies and regulatory guidelines.

Qualifications

• Education:Bachelor's degree in Finance, Accounting, Economics, or Business.
• Experience:Proven experience and track record in client management or relationship banking
• Certifications:Relevant certifications (e.g., CMFAS) are often required or highly valued.
• Skills:Exceptional communication, interpersonal, and sales skills, with strong financial acumen.

Suitable Profile

• This is a front-office, client-facing role that requires in-depth knowledge of financial markets.
• Fast Learner
• Independent