Senior Relationship Manager

About the Role

Join the Private Wealth Group of a distinguished financial services and investment firm based in Singapore as a trusted consultant for an exclusive portfolio comprising affluent individuals and family offices. This position requires a harmonious blend of advanced market understanding and relationship-centric advisory, constructing tailored financial strategies that promote capital growth while fostering enduring client trust.

Key Responsibilities

• Manage and safeguard a premier book of high-net-worth clients, ensuring seamless execution and exceptional client service.
• Proactively seek and secure new business opportunities by onboarding premium wealth partners, thereby contributing to assets under management (AUM) growth.
• Design customized, sophisticated multi-asset portfolios aligned with clients’ unique risk profiles and wealth goals.
• Provide nuanced guidance on diverse asset classes including global equities, fixed income, futures, options, and structured financial products.

Candidate Profile

• Possess at least three years of experience managing client relationships and driving business development within the High Net Worth Individual (HNWI) or Family Office sectors.
• Demonstrate strong technical proficiency in asset allocation and complex financial instruments.
• Exhibit an entrepreneurial mindset paired with commercial acumen and excellent communication abilities.
• Hold or be pursuing professional certifications such as CFA or FRM, which will be considered advantageous.

Additional Information

Only shortlisted applicants will be contacted regarding the next steps in the recruitment process.