Wealth Management Relationship Manager

About the Role: We are seeking an experienced and client-focused Relationship Manager to join our Wealth Management team in Singapore. The ideal candidate will be responsible for developing and managing high-net-worth (HNW) client relationships, providing tailored investment solutions, and driving business growth in alignment with regulatory standards and company objectives. Key Responsibilities: Client Acquisition & Relationship Management Identify, acquire, and manage HNW and UHNW clients to build and maintain strong, long-term relationships. Proactively seek new business opportunities through networking, referrals, and other channels. Conduct client onboarding, including KYC/CDD and account opening procedures. Understand and address client needs, financial goals, and risk profiles. Investment Advisory & Portfolio Management Provide personalized investment advice and portfolio management services. Develop and implement financial plans and investment strategies tailored to client needs. Monitor portfolio performance, rebalance as necessary, and communicate regularly with clients. Stay informed on market trends, investment products, and regulatory changes. Sales & Business Development Meet and exceed sales targets by acquiring new clients and retaining existing ones. Collaborate with internal teams to provide comprehensive wealth management solutions. Promote the firm's brand and services within the market. Ensure adherence to sales processes and reporting requirements. Compliance & Risk Management Ensure all activities comply with relevant regulatory requirements, internal policies, and ethical standards. Conduct regular client reviews and due diligence. Identify and mitigate risks associated with client portfolios. Maintain accurate and up-to-date client records. Qualifications: Bachelor's degree in finance, economics, or a related field. Minimum of 5 years of experience in wealth management or a related financial services role, with a focus on client relationship management. Proven track record of acquiring and managing HNW/UHNW client relationships. Strong understanding of financial markets, investment products, and portfolio management principles. Excellent interpersonal, communication, and presentation skills. Ability to work independently and as part of a team. Relevant certifications such as CFA, CFP, or equivalent are highly desirable. Strong understanding of KYC/CDD and regulatory requirements in Singapore. Benefits: Competitive salary and bonus structure. Comprehensive benefits package, including health insurance, retirement plan, and other perks. Opportunity for professional development and career advancement. Collaborative and supportive work environment. Exposure to a diverse and dynamic client base.