Relationship Manager (Family Office/HNW & UHNW Investors)

Wealth & Asset Manager (Relationship Manager/Investments)

Company Overview

We are a Singapore-based private fund management and wealth advisory firm that focuses on multi-asset investment solutions and family office services. We offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end for high-net-worth individuals, family offices, and regional investors (Singapore and broader Asia)

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.
• Able to develop and execute a strategic business plan with a clear growth vision.
• Extensive market connections and deep understanding of the market landscape, macroeconomy, regulatory environment and cultural nuances of the respective Asian market(s)
• Diploma/Degree in Business Management, Finance, Accountancy, and/or in any field or equivalent
• CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage

Additional Infor:

• Monday to Friday (5 days work week): 9:00AM to 6:00PM

• Somerset