
Hybrid Wealth Management Relationship Manager
2 weeks ago
Location: Singapore
Firm Type:
Multi-Family Office
Employment Type:
Full-Time
About the Firm:
We are a boutique multi-family office based in Singapore, offering holistic wealth management, investment advisory, and legacy planning services to UHNW and HNW families across Asia and beyond. Our firm emphasizes integrity, independence, and bespoke solutions tailored to the unique needs of each client family. As we grow our team, we are looking for a dynamic and proactive individual to join us in a hybrid ARM/RM capacity.
Role Overview:
As a Hybrid ARM/RM, you will support and/or manage a portfolio of high-net-worth and ultra-high-net-worth clients. You will be responsible for both relationship management and operational execution, depending on experience and seniority. This is a client-facing role with a strong emphasis on wealth advisory, investment coordination, and bespoke client servicing.
Key Responsibilities:
Client Relationship Management
Serve as a trusted advisor to client families, either in a supporting or lead capacity.
Assist in the onboarding of new clients, including KYC/AML,
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