Relationship Manager
19 hours ago
JOB ID :
Relationship Manager (North Asia) - External Asset Management (EAM)
Location: Singapore
About the Role
We are partnering with a growing External Asset Management (EAM) firm to hire an experienced Relationship Manager focusing on North Asia markets. The successful candidate will be responsible for originating, acquiring, and managing a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients, while delivering tailored investment solutions in collaboration with private banking partners and product specialists.
This is an excellent opportunity for private bankers or EAM professionals seeking a more entrepreneurial and independent platform.
Key Responsibilities
- Develop and manage relationships with HNW and UHNW clients from the North Asia region (Hong Kong, China, Taiwan, etc.).
- Identify client needs and provide bespoke wealth management and investment advisory solutions.
- Collaborate closely with private banks, custodians, and investment providers to deliver holistic solutions.
- Drive client acquisition and asset growth, leveraging existing networks and business referrals.
- Ensure all transactions and client interactions comply with regulatory and internal requirements, including KYC/AML.
- Maintain regular communication with clients to ensure consistent and high-quality service delivery.
- Work with the investment and operations teams to ensure smooth client onboarding and portfolio administration.
Requirements
- Bachelor's Degree in Finance, Business, Economics, or a related discipline.
- Minimum 5 years of experience as a Relationship Manager in Private Banking, EAM, or Wealth Management, with a strong network in the North Asia region.
- Proven track record in client acquisition, AUM growth, and revenue generation.
- Sound knowledge of investment products, portfolio management, and capital markets.
- Excellent interpersonal and communication skills with fluency in Mandarin; proficiency in Cantonese is an advantage.
- Entrepreneurial mindset, client-centric approach, and ability to thrive in a boutique EAM setup.
We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.
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