Relationship Manager (Investment Wealth Management), Open Budget 5 Days Town

• Open Budget

• 5 Days Work Week

• Convenient Location in Town Near MRT

• Strong Regulatory Standing in Singapore

• Exposure to the High Net Worth Market
  

Our Client, a Singapore-based private fund management and wealth advisory firm, is inviting qualified candidates to fill the position as Relationship Manager.

RESPONSIBILITIES:

1. Client Onboarding & Due Diligence

• Conduct KYC and CDD checks in line with MAS regulations

• Verify client identity, background, and risk profile

• Ensure all documentation is complete, accurate, and updated regularly

• Support Anti-Money Laundering (AML) and compliance screening processes

2. Client Relationship Management

• Build and maintain long-term relationships with clients

• Understand client investment objectives, risk tolerance, and financial needs

• Provide ongoing portfolio updates and service support

• Handle client queries and ensure a high level of client satisfaction

3. Trade Placement & Execution Support

• Facilitate client trade instructions and investment transactions

• Coordinate with internal teams for order execution and settlement

• Ensure accuracy and timeliness of trade processing

• Confirm trade details with clients as required

4. Product Knowledge & Training

• Develop strong understanding of the firm’s investment products and strategies

• Stay updated on market trends and product changes

• Communicate product features and risks to clients in a compliant manner

• Participate in internal product training sessions

5. Regulatory & Administrative Duties

• Perform duties as a Registered Representative under MAS guidelines

• Maintain proper records for audits and regulatory reviews

• Ensure adherence to suitability and risk disclosure requirements

• Support compliance monitoring and reporting processes

6. Special Projects & Ad-Hoc Duties

• Participate in firm-wide initiatives and strategic projects

• Support process improvements and operational enhancements

• Carry out additional tasks as assigned by management
  

REQUIREMENTS:

• 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

• Understanding of MAS regulatory framework and financial compliance standards

• Strong interpersonal and client servicing skills

• Knowledge of investment products (funds, bonds, structured products, etc.)
  

OTHER INFORMATION:

• Location: Central (Town)

• Working Days/Hours: 5 days/Office hours, 9am - 6pm

• Salary: Open Budget (salary will commensurate according to experience & qualifications)