Wealth Tech: Client Success Manager

Evooq; Singapore; On-site; SGD 90,000 - 120,000; Full time

Job summary

A leading technology provider for wealth management in Singapore is looking for a Client Success Manager. You will oversee client onboarding and implementation, ensuring the delivery of high-quality services. The ideal candidate has 8–12 years of experience and a strong understanding of investment advisory and financial products. This full-time role offers a collaborative and flexible work environment.

Benefits

Collaborative environment

Work-life balance

Qualifications

• 8–12 years of experience in project management, client success, or consulting in financial services.
• Strong background in platform implementation and API integrations.
• Proven ability to manage complex, multi-stakeholder projects.
• Deep understanding of investment advisory and financial products.

Responsibilities

• Lead client onboarding and implementation projects.
• Serve as primary liaison between clients and internal teams.
• Establish structured governance models for projects.
• Monitor and analyze project performance metrics.

Skills

Project management

Client relationship management

Problem-solving mindset

Strong communication

Stakeholder management

Agile/Scrum experience

Education

Relevant certifications (e.g. PMP, PRINCE2, Agile/Scrum Master, or SAFe)

Tools

API integrations

Cloud-based solutions

Job description

A leading technology provider for wealth management in Singapore is looking for a Client Success Manager. You will oversee client onboarding and implementation, ensuring the delivery of high-quality services. The ideal candidate has 8–12 years of experience and a strong understanding of investment advisory and financial products. This full-time role offers a collaborative and flexible work environment.