Relationship Manager

3 days ago


Singapore ISTIO CAPITAL PTE. LTD. Full time
Roles & Responsibilities

Company Profile

We are a prestigious and dynamic Multiple Family Office dedicated to providing bespoke wealth management and financial advisory services to our ultra-high-net-worth (UHNW) clientele. Our mission is to deliver personalized, discreet, and comprehensive wealth solutions tailored to the distinct needs of each client.

Position Overview:

We are seeking experienced, professional, and relationship-focused UHNW Relationship Managers to join our expanding team. The ideal candidates will bring exceptional interpersonal skills, comprehensive financial knowledge, and an unwavering commitment to client satisfaction.

Key Responsibilities:

  • Act as the primary point of contact for UHNW clients, providing exceptional relationship management, personalized attention, and proactive communication.
  • Coordinate closely with internal teams and external partners (investment professionals, legal and tax advisors, accountants) to design, implement, and continuously optimize customized financial strategies.
  • Regularly review client portfolios, monitor and communicate investment performance, analyze market trends, and advise clients on strategic adjustments.
  • Proactively identify evolving client needs, anticipate future requirements, and propose tailored solutions, such as investment opportunities, estate planning, philanthropy initiatives, and risk management strategies.
  • Ensure accurate and timely documentation and reporting on client interactions, account statuses, compliance requirements, and portfolio activities.
  • Maintain the highest standards of discretion and confidentiality, ensuring sensitive financial and personal client information is securely managed.
  • Represent the firm professionally at industry events, client meetings, and networking opportunities, enhancing the firm's reputation and client base.

Qualifications:

  • Minimum 8-15 years' experience in private banking, wealth management, family office, or similar client-facing financial services roles.
  • Demonstrable track record of effectively managing relationships with UHNW individuals and families.
  • Deep understanding of complex financial products, investments, estate planning, taxation, and legal frameworks relevant to UHNW individuals.
  • Exceptional communication, negotiation, and interpersonal skills.
  • CFA, CFP, or similar professional certification preferred.
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field required. Advanced degrees (MBA, JD, etc.) advantageous.

Personal Attributes:

  • High integrity and strong professional ethics.
  • Excellent problem-solving and decision-making abilities.
  • Detail-oriented, organized, and proactive.
  • Ability to thrive in a collaborative, client-focused environment.

Location: CBD ( Raffles Place )

Employment Type: Full-time

  • Work with a prestigious portfolio of HNW and UHNW clients.
  • Competitive salary and performance-based incentives.
  • Opportunities for career growth and professional development.
  • A dynamic and collaborative work environment.
Tell employers what skills you have

Wealth Management
Risk Assessment
Wealth Management Services
Financial Planning
Interpersonal Skills
Wealth Preservation Strategies
Relationship Management
Wealth
Private Banking
Economics
Compliance
Portfolio Management
Pressure
Financial Analysis
KYC
Financial Services
Able To Work Independently

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