Relationship Manager (Multi Family Office)

jadeite capital (asia) pte. ltd.; Singapore; On-site; SGD 180,000 - 320,000; Full time

Job summary

jadeite capital (asia) pte. ltd. is looking for an accomplished relationship manager to serve UHNW clients in wealth management in Singapore.

You will identify client needs, provide customized solutions, and collaborate with the team to grow AUM while ensuring regulatory compliance. The ideal candidate has 8+ years in UHNW client development, private banking experience, a proven sales record, and strong analytical and interpersonal skills to deliver trusted advisory services across legal, tax

Qualifications

• Investor mindset and strong interpersonal skills to deal with clients.
• Superior analytical skills and ability to think creatively in a matrixed organization.
• Proven sales track record and ability to drive revenue growth.
• Systematic action planning and strategic thinking.
• Experience in UHNW client development and private banking is preferred.
• Regulatory awareness and compliance with internal policies.

Responsibilities

• Build and maintain strong relationships with HNW & UHNW family clients.
• Identify clients' needs and provide customized wealth management solutions.
• Provide market information, professional advice across legal, trust, tax planning and residency guidance.
• Collaborate with teammates to resolve non-financial or corporate advisory issues and grow AUM.
• Keep abreast of international financial markets and policies affecting major countries/regions.
• Ensure all business activities comply with regulatory requirements and internal policies.

Skills

Investor mindset

Interpersonal skills

Analytical skills

Strategic thinking

Sales experience

Compliance awareness

Education

Degree in Finance/Economics/Marketing or related discipline

Job description

Responsibilities

• 1. Build and maintain strong relationship with HNW & UHNW family clients.
• 2. Identify customers' needs and provide appropriate customized solutions primarily in regard to wealth management issues.
• 3. Provide market information, professional advice and high-quality services to clients, encompassing various areas such as legal, trust, tax planning and global residency guidance.
• 4. Collaborate with fellow team members to resolve non-financial or corporate advisory issues, thereby establishing yourself as a trusted long-term problem solver for clients. Formulate and implement business development plans to grow client base and AUM, and drive revenue.
• 6. Keeps abreast of international financial market and relevant policies of major countries and regions.
• 7. Ensure the conduction of business complies with all regulatory requirements and internal policies.

Qualifications

• 1. Degree holder in Finance, Economics, Marketing, or related discipline.
• 2. Minimum 8 years' experience in UHNW client development and maintenance, including at least 3 years' experience in private banking.
• 3. Proven sales track record and stable job histories.
• 4. Investor mindset and strong interpersonal skills to deal with clients.
• 5. Superior analytical skills, must be able to think creatively and achieve results in a highly matrixed organization
• 6. Systematic action planning and strategic thinking.