Relationship Manager, Private Wealth (SG Only, External Asset Management)

This is NOT an Entry-level role.

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Our client is an esteemed External Asset Management (EAM) firm whose bespoke solutions include Private Wealth Management, Asset Management, Fund Management, and more.

With a well-established subsidiary and strong presence in China, our client provides direct access to a robust pipeline of HNW clients actively seeking investment opportunities in Singapore.

To further enhance their offering, our client recently acquired an insurance brokerage firm and now boasts in-house Insurance Specialists dedicated to addressing clients’ Universal Life Insurance and Estate Planning needs, ensuring a holistic wealth management experience.

Additionally, the firm organizes exclusive Client Appreciation and Acquisition Events, fully funded by the company.
This enables their Relationship Managers to focus on deepening client relationships and acquiring new prospects without incurring any costs.

By leveraging strategic partnerships with Private Banks, Financial Institutions, and Global Product Providers, they cater to the nuanced needs of Ultra-High Net Worth (UHNW) and High Net Worth (HNW) individuals with a commitment to excellence and discretion.

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Key Requirements - Applicants who do not fulfil these requirements will NOT be considered

1. Established Relationships with HNW/UHNW Clients, Accredited Investors, Family Offices, and/or Institutional Clients
2. Proven track record as a Relationship Manager in one or more of the following sectors/segments:
   • Private Banking
   • Priority-Private or Priority Banking
   • Corporate Banking
   • Investment Banking
   • Securities Firms
   • Wealth Management
   • HNW Insurance

Market coverage

• Open sky

Remuneration

• Full Commissions: Very attractive Revenue Sharing scheme

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Our Confidential Discussion

Feel free to reach out to me via 8837 5170.

You are welcome for a chat whether you are ready to move or simply wish to fact-find about EAMs/Family Offices.

We can discuss:

• The pros and cons of EAM/Family Office vs Private Banks, and how it impacts/benefits your business
• Are the Strengths/Weaknesses in terms of your Profile, your Clients’ Profiles and Needs better suited in EAM/Family Office or Private Bank?
• The ecosystem of Products and Solutions available in EAM/Family Office setups
• The A-to-Z requirements and processes (Compliance and Operations) in order to onboard clients onto the EAM ecosystem

Your information will be treated in the strictest confidence, and we observe strict protocol of not sending candidates’ profiles without their permission.

Thank you very much for your interest. We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944

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