Relationship Manager (Global Markets)

Responsibilities

• Client Acquisition & AUM Growth
• Drive AUM and revenue growth by actively sourcing and onboarding new HNW and UHNW clients, while deepening existing relationships.
• Advisory & Investment Solutions
• Advise clients on portfolio allocation across equities, fixed income, funds, structured products, alternatives, and other suitable solutions.
• Market Insights & Ideas
• Provide clients with timely and relevant market insights, trade ideas, and investment strategies tailored to their needs and risk profiles.
• Collaboration
• Partner with research, trading, and product specialists to deliver holistic wealth solutions.
• Compliance & Risk Management
• Ensure strict compliance with MAS regulations, cross-border guidelines, FATCA/CRS, and AML requirements.
• Client Reporting
• Monitor portfolio performance and recommend adjustments; ensure timely submission of call reports, pipeline updates, and business progress reports.

Requirements

• Degree holder in finance, business, economics, or related discipline.
• 5+ years of proven track record in relationship management, client acquisition, and revenue generation with HNW / UHNW clients.
• CMFAS qualifications with a valid MAS Representative License.
• Strong understanding of equities, fixed income, funds, alternatives, and structured solutions.
• Excellent communication skills with the ability to interact effectively with clients and internal stakeholders.
• Ability to prioritize key initiatives across a broad range of opportunities and relationships.
• Self-motivated, driven, and committed to excellence.
• Mandarin proficiency preferred (to cover Taiwan / Greater China clients).

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