Relationship Manager (Global Markets)

Roles & Responsibilities

Key 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).

Tell employers what skills you have

financial sector

Excellent Communication Skills

Client Acquisition

Marketing Strategy

Relationship Management

Risk Management

Compliance

Fixed Income

Business Development

revenue generation

Equities