Wealth Management Relationship Manager

GUOTAI JUNAN INTERNATIONAL SECURITIES (SINGAPORE) PTE. LIMITED; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A financial services firm in Singapore is seeking an experienced Relationship Manager to join its Wealth Management team. The role involves developing and managing high-net-worth client relationships, offering customized investment solutions, and driving business growth while adhering to regulatory standards. The ideal candidate should possess a bachelor's degree, at least 5 years of experience in wealth management, strong communication skills, and knowledge of financial markets. Proficiency in Mandarin is an advantage.

Qualifications

• 5+ years of frontline experience in wealth management or private banking.
• Strong knowledge of financial markets and investment products.
• Fluency in English; proficiency in Mandarin or other Asian languages is a plus.

Responsibilities

• Identify and manage HNW and UHNW clients to grow wealth management business.
• Offer investment advice across various asset classes.
• Develop strategies to expand client base and increase assets under management.
• Ensure adherence to regulatory requirements and maintain client documentation.

Skills

Client acquisition

Relationship management

Investment advisory

Communication skills

Negotiation skills

Education

Bachelor’s degree in Finance, Business, Economics, or related field

Job description

We are seeking an experienced and client-focused Relationship Manager to join our Wealth Management team in Singapore. The ideal candidate will be responsible for developing and managing high-net-worth (HNW) client relationships, providing tailored investment solutions, and driving business growth in alignment with regulatory standards and company objectives.

Key Responsibilities

Client Acquisition & Relationship Management

• Identify, acquire, and manage HNW and UHNW clients to grow the firm’s wealth management business
• Build long‑term relationships by understanding clients’ financial goals and providing personalized solutions.

Investment Advisory & Execution

• Offer comprehensive investment advice across asset classes, including equities, fixed income, structured products.
• Execute client transactions accurately and in compliance with internal policies and MAS regulations.

Business Development

• Develop and implement strategies to expand the client base and increase assets under management (AUM).
• Collaborate with product specialists and internal teams to deliver innovative solutions.

Compliance & Risk Management

• Ensure adherence to regulatory requirements, including KYC, AML, and suitability standards.
• Maintain accurate client documentation and uphold the highest ethical standards.

Qualifications & Requirements

• Bachelor’s degree in Finance, Business, Economics, or related field.
• Minimum 5 years of frontline experience in wealth management, private banking, or brokerage environment.
• Strong knowledge of financial markets, investment products, and regulatory frameworks in Singapore.
• Proven track record in client acquisition and relationship management.
• Excellent communication, negotiation, and interpersonal skills.
• MAS Representative License (CMS for dealing in securities) or ability to obtain one.
• Fluency in English; proficiency in Mandarin or other Asian languages is a plus to communicate with Headquarter in Hong Kong and Shanghai.