Relationship Manager
Role purpose
As a Relationship Manager / Client Account Manager, you will own end-to-end client growth- from acquiring new Accredited Investor clients to deepening relationships, growing AUM, and expanding revenue across your portfolio. You will deliver high-quality advice and solutions across the product suite, drive adoption of the company’s investment platform, and work closely with the CIO, advisory, and client service teams to provide a consistently exceptional client experience.

Success measures
• New-to-platform client acquisition and funded accounts (quality and compliance aligned).
• Net new money (NNM) / AUM growth and revenue (recurring and transaction-led) from your portfolio.
• Client retention, share-of-wallet growth, and product penetration across key solutions.
• High-quality advisory discipline and digital adoption: regular portfolio reviews and clients
actively using the platform.

Key responsibilities

1) Client acquisition (hunting)
• Build and manage a healthy pipeline of Accredited Investor prospects through referrals, events, partnerships, and targeted outbound activity.
• Convert prospects through consultative discovery, clear investment narratives, and timely
follow-ups.

2) Onboarding and activation
• Set clients up for early success: define objectives, risk profile, and an initial portfolio allocation.
• Drive activation by helping clients take first transactions and build confidence in using the
platform.

3) Portfolio growth and revenue generation (farming)
• Own a client book and deliver structured engagement: periodic portfolio reviews, market
updates, and proactive rebalancing recommendations.
• Deepen relationships to grow share of wallet, increase AUM, and expand revenue through
suitable cross-sell and solutioning.
• Translate CIO views and market opportunities into actionable ideas aligned to client objectives and risk appetite.
• Identify retention risks early and execute recovery plans with high-touch communication and problem solving.

4) Client experience and stakeholder management
• Be the primary point of contact for clients and deliver consistently high service standards across every interaction.
• Partner with the CIO, advisory, operations, and client service teams to deliver holistic advice and fast issue resolution.
• Maintain disciplined client communications and documentation in CRM to ensure continuity, transparency, and follow-through.

5) Risk management and regulatory compliance
• Conduct all activities within the applicable regulatory framework and internal policies (including suitability, documentation, and communication standards).
• Stay current on relevant regulations impacting client interactions, product suitability, and
Onboarding / KYC requirements.
• Protect the firm’s reputation by demonstrating the highest ethical standards and professional
conduct.

6) Team contribution
• Share best practices and contribute to playbooks, process improvements, and client education initiatives (webinars, briefings, events).
• Provide structured feedback on client needs and platform gaps to improve product, UX, and advisory tooling.

Qualifications and experience

• 5–8+ years’ experience as an RM / Client Advisor in consumer banking, priority banking, private banking, or EAM, covering affluent to HNW clients.• Demonstrated AUM/NNM and revenue track record, with strong relationship management and client retention outcomes.
• Strong understanding of capital markets and investment products; able to articulate risk/return trade-offs clearly and responsibly.
• Comfortable working in a digital-first environment and using CRM/workflow tools to run an
efficient client book.

Licensing and certifications
• Relevant Singapore accreditations required for advising/dealing
• Additional certifications such as CACS are a plus but not mandatory
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Core competencies
• Consultative selling and strong discovery skills; ability to translate clients needs into solutions.
• Portfolio review discipline and the ability to communicate market views with clarity and
conviction.
• High ownership mindset, strong execution, and comfort in a fast-paced, growth environment.
• Excellent communication and stakeholder management; calm, professional, and client-first
under pressure.
• High integrity, attention to detail, and strong documentation habits.

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Confidentiality is assured, and only shortlisted candidates will be notified for interviews.

Relationship Manager / Client Account M...