Relationship Manager
Job Description & Requirements
This is a full-time role based in Singapore, with flexibility for some work-from-home arrangements. In this Relationship Manager/Advisor role, you will serve as the primary point of contact for German and French speaking clients, delivering personalized wealth management and advisory services. You will prepare customized financial plans, reports, and presentations, conduct detailed financial analysis, assist with client onboarding and account opening, perform periodic account reviews, and ensure compliance with applicable regulatory standards. You will work closely with global team members to deliver tailored wealth management solutions and maintain strong, long-term client relationships.
Qualifications
- 25+ years of experience in Private Wealth Management in South Asia, South-East Asia, and India markets
- Proven experience managing high-net-worth and ultra-high-net-worth clients
- Professional fluency in German, French, and English; additional European language skills are an advantage
- Expertise in Financial Planning and Finance
- Strong analytical skills and proficiency in interpreting financial data
- Knowledge of investments and portfolio management strategies
- Excellent report writing and presentation skills with attention to detail
- Strong organizational skills and a proactive approach to problem-solving
- Excellent verbal and written communication abilities
- Professional qualifications (e.g., CFP, CFA, CAIA, or similar) are highly desirable
- Familiarity with wealth management software is an advantage