Wealth & Asset Manager (Relationship Manager/Investments)

Wealth & Asset Manager (Relationship Manager/Investments)

Company Overview

We are a Singapore-based private fund management and wealth advisory firm that focuses on multi-asset investment solutions and family office services. We offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end for high-net-worth individuals, family offices, and regional investors (Singapore and broader Asia)

Job Summary

You will be responsible for managing and growing client relationships while ensuring full compliance with MAS regulatory requirements. The role combines client servicing, investment trade execution, compliance-driven onboarding, and product advisory support within a regulated asset management environment.

Key Responsibilities

1. Client Onboarding & Due Diligence

• Conduct KYC and CDD checks in line with MAS regulations

• Verify client identity, background, and risk profile

• Ensure all documentation is complete, accurate, and updated regularly

• Support Anti-Money Laundering (AML) and compliance screening processes

2. Client Relationship Management

• Build and maintain long-term relationships with clients

• Understand client investment objectives, risk tolerance, and financial needs

• Provide ongoing portfolio updates and service support

• Handle client queries and ensure a high level of client satisfaction

3. Trade Placement & Execution Support

• Facilitate client trade instructions and investment transactions

• Coordinate with internal teams for order execution and settlement

• Ensure accuracy and timeliness of trade processing

• Confirm trade details with clients as required

4. Product Knowledge & Training

• Develop strong understanding of the firm's investment products and strategies

• Stay updated on market trends and product changes

• Communicate product features and risks to clients in a compliant manner

• Participate in internal product training sessions

5. Regulatory & Administrative Duties

• Perform duties as a Registered Representative under MAS guidelines

• Maintain proper records for audits and regulatory reviews

• Ensure adherence to suitability and risk disclosure requirements

• Support compliance monitoring and reporting processes

6. Special Projects & Ad-Hoc Duties

• Participate in firm-wide initiatives and strategic projects

• Support process improvements and operational enhancements

• Carry out additional tasks as assigned by management

Key Requirements

• Diploma/Degree in Business Management, Finance, Accountancy, and/or in any field or equivalent

• CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage

• Well versed in investment products (funds, bonds, structured products, etc.)

• Minimum of 8 years experience in relationship management within private banking, wealth management and/or advisory roles holding established relationships with UHNW/HNW clients.

• Solid track record in asset development, asset growth, asset management and revenue generation.

• Ability to develop and execute a strategic business plan with a clear growth vision.

• Extensive market connections and deep understanding of the market landscape, macroeconomy, regulatory environment and cultural nuances of the respective Asian market(s).

• Proven leadership and stakeholder management skills.

• Excellent client servicing and problem-solving mentality, with ability to identify and agility to adapt to clients evolving needs.

Additional Infor:

• Monday to Friday (5 days work week): 9:00AM to 6:00PM

• Somerset