Relationship Manager (Global Markets)

KGI SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

A financial services firm in Singapore seeks a skilled professional to drive client acquisition and revenue growth. You will advise high-net-worth clients on investment strategies and ensure compliance with regulations. Candidates should have a degree in finance or related fields, along with over 5 years of experience in managing client relationships. Strong communication skills and a high level of motivation are essential for this role, as you will work closely with internal teams and clients to achieve financial objectives.

Qualifications

• 5+ years of experience in relationship management and client acquisition.
• Proven track record with high-net-worth clients.
• Excellent understanding of financial markets and products.

Responsibilities

• Drive AUM and revenue growth by onboarding new clients.
• Advise clients on portfolio allocations and investment strategies.
• Provide financial market insights tailored to client needs.

Skills

Client acquisition

Relationship management

Communication skills

Understanding of financial products

Self-motivated

Education

Degree in finance, business, economics, or related field

Tools

CMFAS qualifications

Job description

Key Responsibilities

• Client Acquisition & AUM Growth
  Drive AUM and revenue growth by actively sourcing and onboarding new HNW and UHNW clients, while deepening existing relationships.
• Advisory & Investment Solutions
  Advise clients on portfolio allocation across equities, fixed income, funds, structured products, alternatives, and other suitable solutions.
• Market Insights & Ideas
  Provide clients with timely and relevant market insights, trade ideas, and investment strategies tailored to their needs and risk profiles.
• Collaboration
  Partner with research, trading, and product specialists to deliver holistic wealth solutions.
• Compliance & Risk Management
  Ensure strict compliance with MAS regulations, cross-border guidelines, FATCA/CRS, and AML requirements.
• Client Reporting
  Monitor portfolio performance and recommend adjustments; ensure timely submission of call reports, pipeline updates, and business progress reports.

Requirements

• Degree holder in finance, business, economics, or related discipline.
• 5+ years of proven track record in relationship management, client acquisition, and revenue generation with HNW / UHNW clients.
• CMFAS qualifications with a valid MAS Representative License.
• Strong understanding of equities, fixed income, funds, alternatives, and structured solutions.
• Excellent communication skills with the ability to interact effectively with clients and internal stakeholders.
• Ability to prioritize key initiatives across a broad range of opportunities and relationships.
• Self-motivated, driven, and committed to excellence.
• Mandarin proficiency preferred (to cover Taiwan / Greater China clients).