Wealth Management Analyst/Junior Relationship Manager

incred global wealth pte. ltd.; Singapore; On-site; SGD 42,000 - 78,000; Full time

Job summary

incred global wealth pte. ltd. is seeking a driven Wealth Management professional to support Senior Relationship Managers and deliver investment insights for UHNI/HNI clients in Singapore.

The role combines relationship management, investment support, and operational delivery to provide a seamless private banking experience. You will monitor client portfolios, prepare briefs and presentations, support onboarding with KYC/AML, and coordinate with internal teams to ensure compliant, high-value

Qualifications

• Minimum 1–2 years of relevant experience in private banking, wealth management, or financial services.
• Postgraduate degree in Finance, Business Management, or a related discipline.
• Strong communication and interpersonal skills with a client-centric approach.
• High attention to detail; comfortable multitasking and collaborating across teams.
• Familiarity with Singapore, India, and UAE markets will be looked upon favourably.

Responsibilities

• Shadow and support Senior Relationship Managers in managing UHNI/HNI client portfolios and addressing day-to-day client queries.
• Monitor and review client portfolios on an ongoing basis; prepare briefings, reports, and portfolio summaries as required.
• Identify client needs and recommend appropriate solutions or investment products in consultation with senior bankers.
• Conduct market research and assist senior bankers with investment recommendations and product due diligence.
• Assist in preparing marketing materials, portfolio review decks, and client presentations.
• Facilitate client onboarding ensuring compliance with KYC/AML standards; coordinate across internal operations, compliance, and product teams.

Skills

Relationship management

Client servicing

Investment support

Market research

Due diligence

Communication skills

Team collaboration

Education

Postgraduate degree in Finance, Business Management, or related discipline

Job description

We are seeking a driven and detail-oriented individual to join our Wealth Management team. This role spans relationship management, investment support, and operational delivery, offering a strong foundation in private banking.

Relationship Management & Investment Support

• Shadow and support Senior Relationship Managers in managing UHNI/HNI client portfolios and addressing day-to-day client queries.
• Monitor and review client portfolios on an ongoing basis; prepare briefings, reports, and portfolio summaries as required.
• Identify client needs and recommend appropriate solutions or investment products in consultation with senior bankers.
• Conduct market research and assist senior bankers with investment recommendations and product due diligence.
• Assist in preparing marketing materials, portfolio review decks, and client presentations.

Operations & Client Servicing

• Facilitate client onboarding ensuring compliance with KYC/AML standards
• Maintain high standards of client satisfaction and act as a reliable point of contact for client follow-ups and coordination.
• Coordinate across internal operations, compliance, and product teams to ensure seamless client delivery.
• Ensure adherence to MAS regulations and internal risk management standards in all client interactions.
• Maintain accurate client records, support internal MIS reporting, and assist with operational workflows as required.

Candidate Profile & Requirements

• Minimum 1–2 years of relevant experience in private banking, wealth management, or financial services. Fresh graduates with strong academic profiles will be considered.
• Must have a Postgraduate degree in Finance, Business Management, or a related discipline.
• Strong communication and interpersonal skills with a client-centric approach.
• High attention to detail; comfortable multitasking and collaborating across teams.
• Familiarity with Singapore, India, and UAE markets will be looked upon favourably.