Strategic Relationship Manager - AUM Growth

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

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.