Relationship Manager (Global Markets)

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).