Digital Wealth & Investments - Relationship Manager (AVP/VP)

Our client is a digital-first wealth management platform serving Accredited Investors in Singapore and the wider region. The firm combines institutional-quality investment solutions, CIO-led insights, and a technology-enabled client experience to help investors build globally diversified portfolios with confidence.
Operating with bank-grade governance and an agile, entrepreneurial culture, the organisation is positioning itself as a next-generation alternative to traditional private banking and EAM models.

Description

• Acquire and onboard Accredited Investor clients through own networks, referrals, events, and targeted outreach
• Own a client portfolio, driving AUM growth, recurring revenue, and wallet share
• Deliver structured portfolio reviews, market updates, and proactive investment ideas
• Translate house views and market themes into actionable, client-aligned solutions
• Act as the primary client contact, ensuring a consistently high service experience
• Collaborate closely with CIO, advisory, operations, and client service teams
• Uphold strong governance, suitability standards, and regulatory discipline

Profile

• 5+ years of experience as a Relationship Manager or Client Advisor within wealth management, private banking, priority banking, or EAM environments
• Proven track record in client acquisition, AUM growth, and revenue generation
• Good existing network of clients a plus
• Strong understanding of capital markets and investment products
• Ability to run a disciplined client engagement and portfolio review process
• Comfortable operating in a digital-first, CRM-driven advisory environment
• High standards of professionalism, integrity, and client-centric thinking

Job Offer

This role offers the opportunity to build a scalable, high-quality client book within a growing digital wealth platform. You will gain exposure to CIO-led investment thinking, institutional-grade solutions, and a collaborative front-office culture. The organisation supports continuous learning, provides structured advisory and product support, and offers long-term career progression as the platform expands regionally.

Michael Page International Pte Ltd (Company No. 199804751N) is acting as an Employment Agency in relation to this vacancy. To apply online please click the 'Apply' button. For a confidential discussion about this role please contact Yee Wee Khoo (Lic No: R23118233/ EA No.: 18S9099) on +6564169821.