Relationship Manager (Investment Wealth Management), Open Budget | 5 Days | Town
Open Budget
5 Days Work Week
Convenient Location in Town Near MRT
Strong Regulatory Standing in Singapore
Exposure to the High Net Worth Market
Our Client, a Singapore-based private fund management and wealth advisory firm, is inviting qualified candidates to fill the position as Relationship Manager.
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
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
Understanding of MAS regulatory framework and financial compliance standards
Strong interpersonal and client servicing skills
Knowledge of investment products (funds, bonds, structured products, etc.)
OTHER INFORMATION:
Location: Central (Town)
Working Days/Hours: 5 days/Office hours, 9am - 6pm
Salary: Open Budget (salary will commensurate according to experience & qualifications)