HNW/UHNW Relationship Specialist

6 days ago


Singapore Avallis Investments Full time

Avallis Investments is a leading External Asset Management (EAM) firm based in Singapore. We offer a comprehensive range of private banking products and solutions to our high net worth (HNW) and ultra-high net worth (UHNW) clients. As an EAM Relationship Manager, you will play a key role in building and maintaining these relationships, working closely with our investment advisors to provide tailored solutions to our clients' needs.

Key Responsibilities:
  • BUILDING AND MAINTAINING RELATIONSHIPS WITH HNW/UHNW CLIENTS
  • PROVIDING TAILORED SOLUTIONS TO CLIENTS' NEEDS
  • WORKING CLOSELY WITH INVESTMENT ADVISORS TO DELIVER EXCEPTIONAL SERVICE

If you are a motivated and results-driven professional with a passion for sales and business development, we invite you to explore this exciting opportunity.



  • Singapore Avallis Investments Full time

    As an EAM Relationship Manager at Avallis Investments, you will be responsible for building and maintaining strong relationships with our high net worth (HNW) and ultra-high net worth (UHNW) clients. Our company offers a range of private banking products and solutions, including customised portfolio management, fund management, and family legacy and...


  • Singapore Fargo Wealth Group Full time

    As a Relationship Manager focusing on the Asia market, you will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region. You will work closely with clients to understand their financial needs and provide tailored wealth management strategies and solutions....

  • Relationship Manager

    2 weeks ago


    Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship Manager (EAM)Avallis Investments is a Singapore-based External Asset Management (EAM) or Independent Asset Management (IAM) firm, holding Capital Markets Services License (CMS) regulated by the Monetary Authority of Singapore. We offer private banking products/solutions, customised portfolio management, fund management,...


  • Singapore Private Advertiser Full time

    Job Overview We are seeking a highly motivated Relationship Manager to join our asset management team. The ideal candidate will have strong communication skills in both Chinese and English , possess CMFAS certifications related to insurance , and have a solid understanding of wealth management solutions. Prior experience in private banking will be an added...

  • Relationship Manager

    2 weeks ago


    Singapore AVALLIS INVESTMENTS PTE. LTD. Full time

    Roles & ResponsibilitiesRelationship Manager (EAM)Avallis Investments is a Singapore-based External Asset Management (EAM) or Independent Asset Management (IAM) firm, holding Capital Markets Services License (CMS) regulated by the Monetary Authority of Singapore. We offer private banking products/solutions, customised portfolio management, fund management,...

  • Relationship Manager

    15 hours ago


    Singapore ISTIO CAPITAL PTE. LTD. Full time

    Roles & ResponsibilitiesCompany 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...


  • Singapore Avallis Investments Full time

    We are seeking an External Asset Management (EAM) Relationship Manager to join our team in Singapore. As an EAM Relationship Manager at Avallis Investments, you will be responsible for building and maintaining strong relationships with our high net worth (HNW) and ultra-high net worth (UHNW) clients. Our company offers a range of private banking products and...

  • Wealth Planner

    2 weeks ago


    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...


  • Singapore Ark Wealth Management Singapore Pte Ltd Full time

    Job Description: Grow the business through proactive acquisition and retention of HNW/ UHNW clients; Build and develop a deep understanding of clients’ investment needs; Provide sound financial advice to clients working in partnership with different internal teams; Be a strong advisor to the clients in their wealth planning and work to continually...


  • Singapore Avallis Investments Full time

    Avallis Investments is a Singapore-based External Asset Management (EAM) firm, holding Capital Markets Services License (CMS) regulated by the Monetary Authority of Singapore. We offer private banking products/solutions, customised portfolio management, fund management, family legacy & succession planning solutions to HNW / UHNW / Family Office /...


  • Singapore DBS Bank Limited Full time

    Company OverviewDBS Bank Limited is a leading bank in Asia, with a unique position to help our customers realise their dreams and ambitions. We offer a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to cater to our clients' needs at every life stage.Our financial solutions are...


  • Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading global private bank is seeking an exceptional VP, Wealth Management to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Thailand. This is a unique opportunity to join a prestigious institution and provide bespoke offshore wealth solutions to an elite client base.Why This...


  • Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading global private bank is seeking an exceptional senior banker to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Greater China. This is a rare opportunity to join a prestigious institution and offer bespoke offshore wealth solutions to an elite client base.Why This Role?Join a...


  • Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading regional private bank with a strong presence in Asia is seeking an exceptional AVP, Wealth Management to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Greater China. This is an exciting opportunity to join a dynamic institution known for its excellent product support and...


  • Singapore REVUP CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesA leading regional private bank with a strong presence in Asia is seeking an exceptional AVP, Wealth Management to manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from Greater China. This is an exciting opportunity to join a dynamic institution known for its excellent product support and...


  • Singapore Ark Group International (Hong Kong) Limited Full time

    Job Description: Grow the business through proactive acquisition and retention of HNW/ UHNW clients; Build and develop a deep understanding of clients’ investment needs; Provide sound financial advice to clients working in partnership with different internal teams; Be a strong advisor to the clients in their wealth planning and work to continually...


  • Singapore Fargo Wealth Group Full time

    We are looking for a highly skilled Relationship Manager to join our team at Fargo Wealth Group.Your primary responsibility will be to manage and expand a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the Asia market.To succeed in this role, you must have a deep understanding of the diverse markets...


  • Singapore Perennial HR Full time

    Key Responsibilities:Client Relationship Management :• Build and nurture strong, long-term relationships with UHNW clients by providing tailored wealth management solutions.Portfolio Growth :• Drive business development by acquiring new clients and expanding existing portfolios through expert wealth management products and regional regulatory knowledge.


  • Singapore DBS Bank Limited Full time

    DBS Bank Limited is a leading financial institution in Asia, providing a wide range of consumer banking products and services. As a Risk Management Specialist, you will develop and implement risk management strategies to support the bank's business growth.Job RequirementsYou will have familiarity with UHNW segment and at least 10 to 15 years in private...


  • Singapore Fargo Wealth Group Full time

    Fargo Wealth Group is seeking a seasoned Relationship Manager to focus on the Asia market.You will be responsible for managing and expanding a portfolio of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) across the region.This role requires a deep understanding of the diverse markets across Asia, cultural nuances, and a...