Relationship Manager (Private Wealth Management)

CMB International Capital Corporation Limited; Singapore; On-site; SGD 120,000 - 240,000; Full time

Job summary

CMB International Capital Corporation Limited is seeking a Private Wealth Management Relationship Manager in Singapore. The role focuses on understanding client needs, delivering superior service, and communicating market updates.

You will actively acquire new clients, manage relationships across HNW and institutional segments, and collaborate with internal teams to offer discretionary and cross-border investment solutions.

Qualifications

• 6+ years professional experience in asset management or wealth management.
• Proven track record in investment sales and fund distribution.
• Strong presentation and communication skills; detail-oriented and results-focused.
• Solid understanding of PE assets and related products.
• Fluency in Mandarin to liaise with clients and colleagues in HK/China.
• Willing to travel to Hong Kong and Mainland China frequently.

Responsibilities

• Understand client requirements and provide superior service with regular market and portfolio updates.
• Acquire new clients and manage relationships including HNW, corporate, and institutional clients.
• Provide comprehensive financial services using company platforms, products and networks.
• Conduct financial mapping analyzing risk profile, asset allocation, investment horizon and liquidity needs.
• Collaborate with internal asset management to develop discretionary, cross-border, and new product initiatives.
• Support Alternative Investment line with PE/Credit solutions for portfolio companies.
• Review and monitor AUM with timely buy/sell/hold decisions aligned to client allocations.
• Drive AUM growth and revenue from CMBI Wealth Management relationships.
• Ensure compliance with regulatory requirements.

Skills

Investment sales

Fund distribution

Presentation skills

Communication skills

Detail-oriented

Results-focused

Mandarin fluency

Willingness to travel

PE assets understanding

Wealth management

Job description

Main Responsibilities:

1. The role of the Private Wealth Management Relationship Manager (RM) is to understand the client requirement, ensure superior service and provide regular updates to the client on financial markets developments and on clients’ portfolios
2. Active acquisition of new clients and manage all aspects of client relationship including but not limited to HNW clients, corporate/institutional clients and maintain long-term relationships
3. Provide comprehensive add-value financial service using resources and expertise of the Company platforms, products, services and networks
4. Conducting financial mapping of clients to analyze key parameters including risk profile, asset allocation, investment horizon and liquidity needs.
5. Work together with internal asset management team to develop discretionary account business, cross-border business and new product research & development
6. Help Alternative Investment business line to provide various financial solutions to portfolio companies and help to distribute PE/Credit funds
7. Actively review and monitoring of client's AUM through timely buy/sell/hold calls triggered by clients' preferred allocation.
8. Responsible for targeting towards the AUM growth & revenue generation from the relationships with CMBI Wealth Management.
9. Responsible for complying with regulatory compliance as set out by relevant authorities.

Qualifications & Requirements:

1. 6+ years professional experience (both in asset management and wealth management preferred)
2. Proven track record on investment sales/ fund distribution
3. Strong presentation and communication skills, detail-oriented and results-focused
4. Strong understanding of PE asset and other products
5. Fluency in Mandarin as incumbent would need to liaise with Chinese clients and colleagues based in HK and China
6. Willing to travel to Hong Kong and Mainland China frequently