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Hybrid Wealth Management Relationship Manager

Hybrid Wealth Management Relationship Manager

TANGSPAC CONSULTING PTE LTDIslandwide, SG
12 hours ago
Job description

Roles & Responsibilities

Location : Singapore

Firm Type : Multi-Family Office

Employment Type : Full-Time

About the Firm :

We are a boutique multi-family office based in Singapore, offering holistic wealth management, investment advisory, and legacy planning services to UHNW and HNW families across Asia and beyond. Our firm emphasizes integrity, independence, and bespoke solutions tailored to the unique needs of each client family. As we grow our team, we are looking for a dynamic and proactive individual to join us in a hybrid ARM / RM capacity.

Role Overview :

As a Hybrid ARM / RM, you will support and / or manage a portfolio of high-net-worth and ultra-high-net-worth clients. You will be responsible for both relationship management and operational execution, depending on experience and seniority. This is a client-facing role with a strong emphasis on wealth advisory, investment coordination, and bespoke client servicing.

Key Responsibilities :

Client Relationship Management

  • Serve as a trusted advisor to client families, either in a supporting or lead capacity.
  • Assist in the onboarding of new clients, including KYC / AML, account opening, and documentation.
  • Maintain and deepen client relationships through regular communication and reviews.
  • Liaise with custodians, banks, and external advisors on client matters.

Investment Support & Advisory

  • Assist in the preparation of investment proposals, portfolio reviews, and reports.
  • Coordinate investment execution across asset classes (public / private markets, funds, alternatives).
  • Monitor portfolios and support performance attribution and risk analysis.
  • Keep abreast of market developments, products, and investment opportunities.

    • Operational & Administrative Tasks

  • Maintain accurate records of client data, documentation, and communications.
  • Ensure compliance with regulatory and internal policies.
  • Provide end-to-end support on client transactions and inquiries.

    • Strategic Initiatives (Optional, Depending on Seniority)

  • Contribute to the development of internal processes and service offerings.
  • Support business development and referral efforts.
  • Participate in thought leadership, marketing, or family governance initiatives.

    • Qualifications & Experience :

  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 3–8 years of experience in private banking, wealth management, or a multi-family office setting.
  • Strong understanding of financial products, investment concepts, and wealth structuring.

    • Key Skills :

  • High client service orientation with excellent interpersonal skills.
  • Strong organizational skills, attention to detail, and execution capability.
  • Ability to work independently in a lean and entrepreneurial environment.
  • Proficiency in Microsoft Office; familiarity with portfolio management systems is a plus.

    • What We Offer :

  • A flat, collaborative team structure with direct exposure to UHNW clients.
  • Autonomy and growth in a dynamic, expanding multi-family office environment.
  • Competitive compensation with performance-based incentives.
  • Opportunity to evolve into a full RM or senior advisory role over time.

    • Tell employers what skills you have

    Wealth Management

    Service Orientation

    Investment Advisory

    Microsoft Office

    Autonomy

    Ability To Work Independently

    Interpersonal Skills

    Relationship Management

    Wealth

    Private Banking

    Economics

    Thought Leadership

    Attention to Detail

    Portfolio Management

    Banking

    Business Development

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