Private Fund, Wealth & Asset Manager (UHNW/Onshore/Offshore)

Wealth & Asset Manager (Relationship Manager/Investments)

Job Summary

You will be responsible for managing and growing client relationships while ensuring full compliance with MAS regulatory requirements. The role combines client servicing, investment trade execution, compliance-driven onboarding, and product advisory support within a regulated asset management environment.

Key Responsibilities

• Develop business plans and define market strategies, taking the lead in active acquisition and management of HNW/UHNW clients and driving sustainable, profitable growth in the corresponding market(s)
• Provide market insights, identify business opportunities, and take the lead in leveraging our company's resources to deliver bespoke services and creative solutions to clients.
• Report directly to management and collaborate with other senior stakeholders, the investment and support teams, business partners, and product/service teams to ensure the delivery of business strategy.
• Understand clients and their associates’ backgrounds, and drive the Know Your Customer (KYC) due diligence as a first line of defence to meet related compliance and internal requirements.

Key Requirements

• 8 years’ experience in relationship management within private banking, wealth management and/or advisory roles holding established relationships with UHNW/HNW clients.
• Solid track record in asset development, asset growth, asset management and revenue generation.
• Diploma/Degree in Business Management, Finance, Accountancy, and/or in any field or equivalent
• CMFAS certifications in RES5, M8, M8A, M9, M9A, HI