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Relationship Manager
Job summary
A leading financial services firm in Singapore is looking for an experienced Relationship Manager to manage High-Net-Worth (HNW) clients in the North Asia region. The role involves client acquisition, providing tailored investment solutions, and collaborating with private banks. Candidates should have a Bachelor's Degree and at least 5 years of relevant experience. The position offers an entrepreneurial platform for growth.
Qualifications
- 5+ years of experience in Private Banking, EAM, or Wealth Management with a strong North Asia network.
- Proven track record in client acquisition and revenue generation.
- Entrepreneurial mindset and client-centric approach.
Responsibilities
- Develop and manage relationships with HNW and UHNW clients from North Asia.
- Provide bespoke wealth management and investment advisory solutions.
- Drive client acquisition and asset growth.
Skills
Education
Location: Singapore
We are partnering with a growing External Asset Management (EAM) firm to hire an experienced Relationship Manager focusing on North Asia markets. The successful candidate will be responsible for originating, acquiring, and managing a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, while delivering tailored investment solutions in collaboration with private banking partners and product specialists.
This is an excellent opportunity for private bankers or EAM professionals seeking a more entrepreneurial and independent platform.
- Develop and manage relationships with HNW and UHNW clients from the North Asia region (Hong Kong, China, Taiwan, etc.).
- Identify client needs and provide bespoke wealth management and investment advisory solutions.
- Collaborate closely with private banks, custodians, and investment providers to deliver holistic solutions.
- Drive client acquisition and asset growth, leveraging existing networks and business referrals.
- Ensure all transactions and client interactions comply with regulatory and internal requirements, including KYC/AML.
- Maintain regular communication with clients to ensure consistent and high-quality service delivery.
- Work with the investment and operations teams to ensure smooth client onboarding and portfolio administration.
- Bachelor's Degree in Finance, Business, Economics, or a related discipline.
- Minimum 5 years of experience as a Relationship Manager in Private Banking, EAM, or Wealth Management, with a strong network in the North Asia region.
- Proven track record in client acquisition, AUM growth, and revenue generation.
- Sound knowledge of investment products, portfolio management, and capital markets.
- Entrepreneurial mindset, client-centric approach, and ability to thrive in a boutique EAM setup.
EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.