High Net Worth Client Manager

12 hours ago


Singapore beBeeRelationship Full time $80,000 - $120,000
Portfolio Relationship Manager

We are seeking a seasoned Portfolio Relationship Manager to join our team. As the primary point of contact for a portfolio of high net worth (HNW) and ultra high net worth (UHNW) clients, you will be responsible for building long-term, trust-based relationships and providing holistic financial advice.

Key Responsibilities:

  • Serve as the primary point of contact for a portfolio of HNW/UHNW clients.
  • Build long-term, trust-based relationships and provide customized financial solutions.
  • Understand each client's risk appetite, financial goals, and investment preferences.
  • Collaborate with internal product specialists and investment advisors to deliver tailored investment, lending, and wealth planning solutions.
  • Keep clients updated on market trends, portfolio performance, and relevant opportunities.

Requirements:

  • Bachelor's degree in Finance, Business, Economics, or related field.
  • CFA or MBA preferred.
  • Preferably with 5–10 years of experience in private banking or wealth management.

What We Offer:

  • A dynamic and supportive work environment.


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