Relationship Manager, Private Wealth

About the role We are looking for a Relationship Manager, Private Wealth to build and manage relationships with high-net-worth clients, drive new client acquisition and AUM growth, and provide tailored investment solutions while ensuring compliance with applicable regulatory requirements. Relationship Manager, Private Wealth Responsibilities - Achieve personal KPIs related to new high-net-worth client acquisition, AUM growth, and revenue targets. - Actively prospect and engage potential clients from own connections and resources, including high-net-worth individuals and corporate clients. - Prepare and deliver sales presentations, proposals, and product pitches tailored to client needs. - Promote brokerage products, equities, mutual funds, structured products, derivatives and private banking services. - Conduct market and client research to identify potential sales and growth opportunities. - Provide administrative support, including account openings, documentation, and compliance checks. - Participate in client meetings, events, and roadshows to generate leads and strengthen relationships. - Collaborate with internal teams (risk, operations, finance, compliance) to ensure smooth client journey. - Comply with company policies, regulatory requirements, and relevant laws and regulations of the capital market. Requirements - Education: Bachelor’s degree in finance, economics, business, or related fields; with relevant licenses issued by SEC such as IC or IP. - Experience: At least 5 years of working experience in Wealth Management or Relationship Management functions facing HNWIs, private investment companies and family offices, focusing of trading/investment products. Proven track record of top sales performance in previous roles and portable AUM are a strong plus. - Skills: Excellent communication, interpersonal, and analytical skills. - Technical Knowledge: Familiarity with financial products, including equities, futures/options and wealth management products, is a huge plus. Proficiency in CRM systems and Microsoft Office is beneficial. - Regulatory Knowledge: Understanding of KYC, AML, and compliance standards; regulatory certifications are a plus. - Attributes: Professional, client-focused, proactive, and eager to learn and grow in wealth management. Benefits We offer a comprehensive and holistic work experience and package as follows: - Competitive compensation and benefits. - Fun loving and diverse work environment - Business casual work attire everyday Please note that only short-listed candidates will be contacted.