Relationship Manager – Private Wealth EAM
1 week ago
A leading online banking institution is seeking a Relationship Manager Private Wealth to join their expanding team in Singapore. This is an exceptional opportunity for you to play a pivotal role in supporting institutional partners and high net worth clients, leveraging a robust platform that offers access to over three million capital market products.
Relationship Manager Private Wealth
Salary:
Competitive and based on experience
Location:
Singapore
A leading online banking institution is seeking a Relationship Manager Private Wealth to join their expanding team in Singapore. This is an exceptional opportunity for you to play a pivotal role in supporting institutional partners and high net worth clients, leveraging a robust platform that offers access to over three million capital market products. The organisation is renowned for its inclusive culture, commitment to professional growth, and collaborative environment where every voice is valued. You will be empowered to build meaningful relationships, drive business growth, and contribute to the ongoing evolution of private wealth services across Asia-Pacific. Flexible working opportunities and a supportive leadership team ensure you can thrive both personally and professionally while making a tangible impact on client success.
- Join a respected leader in online banking with a strong presence in the Asia-Pacific region, offering innovative trading, investing, and banking solutions to a diverse client base.
- Benefit from flexible working opportunities and a collaborative environment that values your unique perspective and supports your professional development at every stage.
- Work closely with institutional partners such as multi-family offices, external asset managers, and funds, managing portfolios for ultra-high and high net worth individuals while contributing to strategic projects and business expansion initiatives.
What You'll Do
As a Relationship Manager Private Wealth based in Singapore, you will immerse yourself in building trusted partnerships with institutional clients such as multi-family offices, external asset managers, funds, and their high net worth clientele. Your day-to-day will involve guiding clients through the account opening journey with precision and care, ensuring all compliance requirements are met seamlessly. You will be instrumental in growing assets under management by proactively identifying opportunities within your network while acting as the go-to advisor for all client needs. By collaborating closely with colleagues across departments—both locally and internationally—you will help shape innovative solutions that meet evolving market demands. Your participation in strategic projects will further position you as an integral part of the team's success story. Through your consultative approach and dedication to excellence, you will not only strengthen existing relationships but also open doors to new business avenues across Asia-Pacific.
- Develop and nurture long-term relationships with institutional partners and their end-clients by delivering attentive, high-quality service tailored to their unique needs.
- Oversee the entire account opening process for new clients, ensuring thorough documentation review and compliance with regulatory standards through meticulous KYC analysis.
- Proactively engage with existing clients to increase assets under management (AuM) and revenue streams by identifying cross-selling opportunities and deepening wallet share.
- Act as the primary point of contact for clients across all aspects of their relationship, providing comprehensive support from onboarding through ongoing portfolio management.
- Collaborate with internal teams locally and at headquarters to deliver seamless client-focused solutions that address complex financial requirements.
- Participate actively in regular market landscape updates, competitive analysis sessions, and key internal projects aimed at expanding product offerings or entering new markets.
- Identify and pursue new business opportunities within both existing relationships and untapped networks, driving sustainable growth for the organisation.
- Represent the firm at industry conferences and networking events to enhance visibility, foster connections, and stay abreast of emerging trends in private wealth management.
- Utilise a consultative approach to understand client objectives deeply, developing bespoke strategies that align with their financial goals while maintaining regulatory compliance.
- Respond promptly to client inquiries or issues, demonstrating reliability, empathy, and a commitment to delivering outstanding service at every touchpoint.
What You Bring
The ideal candidate for the Relationship Manager Private Wealth role brings extensive experience from reputable financial institutions where they have managed sophisticated portfolios for discerning clients. Your background demonstrates not only technical expertise but also an innate ability to connect authentically with people from varied backgrounds. Your meticulous nature ensures every detail is attended to during critical processes like KYC reviews or compliance checks. With a proactive attitude towards addressing challenges swiftly, you consistently deliver solutions that exceed expectations. Your collaborative spirit shines through when working alongside colleagues or engaging stakeholders at industry events. Above all else, your unwavering commitment to putting clients first sets you apart as someone who fosters loyalty while driving sustainable business growth.
- 4-6 years of proven experience in private wealth management or client relationship roles within financial institutions regulated by MAS or equivalent authorities.
- Comprehensive understanding of financial markets dynamics and the broader wealth management landscape; prior exposure to private banking environments is highly desirable.
- Exceptional verbal and written communication skills
- Demonstrated ability to build rapport quickly with clients and stakeholders by adopting a client-first mindset rooted in trustworthiness and empathy.
- Meticulous attention to detail when reviewing documentation for account openings or compliance submissions ensures accuracy throughout processes.
- Proactive problem-solving abilities combined with initiative-taking behaviour enable effective resolution of client inquiries or challenges under pressure.
- Strong interpersonal skills facilitate collaboration within teams as well as engagement with external partners across diverse cultural backgrounds.
- Reliable work ethic marked by punctuality, dependability, and consistent delivery of high-class service standards enhances overall team performance.
- Business acumen that supports successful acquisition and retention strategies among ultra-high net worth individuals (UHNWIs) and institutional partners.
What Sets This Company Apart
This organisation stands out as a trailblazer in online banking services within Asia-Pacific thanks to its forward-thinking approach, secure technology platforms, and dedication to empowering both employees and clients alike. The company's inclusive culture welcomes individuals from all walks of life—valuing diversity of thought as a catalyst for innovation. Employees benefit from flexible working arrangements designed around personal wellbeing without compromising on professional ambition. Regular training opportunities ensure continuous learning while supportive leadership encourages open dialogue at every level. As part of this team-oriented environment, you'll find ample room for personal growth alongside colleagues who celebrate each milestone together. The company's reputation for integrity attracts top-tier institutional partners seeking reliable solutions for their most valued clients—making it an inspiring place where your contributions truly matter.
What's Next
If you are ready to take your career in private wealth management to new heights within an inclusive environment that values your expertise—this is your moment
Apply today by clicking on the link provided—your next rewarding challenge awaits.
Do note that we will only be in touch if your application is shortlisted.
Robert Walters (Singapore) Pte Ltd
ROC No.: E | EA Licence No.: 03C5451
EA Registration No.: R Serena Fernando
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