Hybrid Wealth Management Relationship Manager - Islandwide, SG

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

Operational & Administrative Tasks

Strategic Initiatives (Optional, Depending on Seniority)

Qualifications & Experience :

Key Skills :

What We Offer :

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