Relationship Manager (Investment Wealth Management), Open Budget | 5 Days | Town

Open Budget 5 Days Work Week Convenient Location in Town Near MRT Strong Regulatory Standing in Singapore Exposure to the High Net Worth Market Our Client, a Singapore-based private fund management and wealth advisory firm, is inviting qualified candidates to fill the position as Relationship Manager. RESPONSIBILITIES: 1. Client Onboarding & Due Diligence Conduct KYC and CDD checks in line with MAS regulations Verify client identity, background, and risk profile Ensure all documentation is complete, accurate, and updated regularly Support Anti-Money Laundering (AML) and compliance screening processes 2. Client Relationship Management Build and maintain long-term relationships with clients Understand client investment objectives, risk tolerance, and financial needs Provide ongoing portfolio updates and service support Handle client queries and ensure a high level of client satisfaction 3. Trade Placement & Execution Support Facilitate client trade instructions and investment transactions Coordinate with internal teams for order execution and settlement Ensure accuracy and timeliness of trade processing Confirm trade details with clients as required 4. Product Knowledge & Training Develop strong understanding of the firm’s investment products and strategies Stay updated on market trends and product changes Communicate product features and risks to clients in a compliant manner Participate in internal product training sessions 5. Regulatory & Administrative Duties Perform duties as a Registered Representative under MAS guidelines Maintain proper records for audits and regulatory reviews Ensure adherence to suitability and risk disclosure requirements Support compliance monitoring and reporting processes 6. Special Projects & Ad-Hoc Duties Participate in firm-wide initiatives and strategic projects Support process improvements and operational enhancements Carry out additional tasks as assigned by management REQUIREMENTS: Diploma/Degree in Business Management, Finance, Accountancy, and/or in any field or equivalent CMFAS certifications in RES5, M8, M8A, M9, M9A, HI is an added advantage Understanding of MAS regulatory framework and financial compliance standards Strong interpersonal and client servicing skills Knowledge of investment products (funds, bonds, structured products, etc.) OTHER INFORMATION: Location: Central (Town) Working Days/Hours: 5 days/Office hours, 9am - 6pm Salary: Open Budget (salary will commensurate according to experience & qualifications)