Relationship Manager

1 week ago

Downtown Core, Singapore Alpha Ladder Group Pte. Ltd. Full time $120,000 - $180,000 per year
  • Diploma or Bachelor's degree in Finance, Business Administration, Economics, or a related field.
  • Min. 3 years of Relationship Manager experience or Prior experience in client relationship management, preferably in the financial services or cryptocurrency industry.
  • Knowledge of regulatory requirements related to cryptocurrencies (e.g., KYC, AML) is a plus.

Position Overview:

We are seeking a driven and passionate Relationship Manager (RM) for managing and expanding a portfolio of high-net-worth individuals (HNWIs), institutional clients, and digital asset investors. This role combines traditional wealth management expertise with emerging digital asset strategies to deliver comprehensive financial solutions.

Responsibilities:

Client Relationship Management

  • Build and maintain strong relationships with clients in the digital asset and wealth management space.
  • Serve as the primary point of contact for client inquiries, portfolio reviews, and strategic financial planning.
  • Conduct regular client meetings to assess financial goals, risk appetite, and investment preferences.

Digital Asset Advisory

  • Provide insights and guidance on digital asset investments including cryptocurrencies, tokenized assets, and blockchain-based financial products.
  • Stay updated on market trends, regulatory developments, and emerging technologies in the digital finance space.

Wealth Management Services

  • Offer tailored financial solutions including investment planning, estate planning, tax optimization, and retirement strategies.
  • Collaborate with internal teams (e.g., investment advisors, legal, compliance) to deliver holistic wealth management services.

Business Development

  • Identify and pursue opportunities to grow wallet share through cross-selling and upselling of financial products.
  • Develop strategic partnerships and referral networks to attract new clients.

Compliance & Risk Management

  • Ensure all client interactions and advisory services comply with internal policies and regulatory standards.
  • Monitor client portfolios for risk exposure and recommend adjustments as needed.

Qualifications:

  • Bachelor's degree in Finance, Economics, Business, or related field
  • Min. 3 years of experience in wealth management or digital asset advisory.
  • Strong understanding of financial products, investment strategies, and blockchain technologies.
  • Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients.
  • Detail-oriented with strong organizational skills and the ability to multitask effectively.
  • Knowledge of regulatory requirements related to cryptocurrencies (e.g., KYC, AML) is a plus.
  • Bilingual in both English and Mandarin for communication with internal English and Chinese speaking stakeholders and clients

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