Geylang - Relationship Manager

Company Profile

We are a prestigious and dynamic Multiple Family Office dedicated to providing bespoke wealth management and financial advisory services to our ultra-high-net-worth (UHNW) clientele. Our mission is to deliver personalized, discreet, and comprehensive wealth solutions tailored to the distinct needs of each client.

Position Overview:

We are seeking experienced, professional, and relationship-focused UHNW Relationship Managers to join our expanding team. The ideal candidates will bring exceptional interpersonal skills, comprehensive financial knowledge, and an unwavering commitment to client satisfaction.

Key Responsibilities:

• Act as the primary point of contact for UHNW clients, providing exceptional relationship management, personalized attention, and proactive communication.
• Coordinate closely with internal teams and external partners (investment professionals, legal and tax advisors, accountants) to design, implement, and continuously optimize customized financial strategies.
• Regularly review client portfolios, monitor and communicate investment performance, analyze market trends, and advise clients on strategic adjustments.
• Proactively identify evolving client needs, anticipate future requirements, and propose tailored solutions, such as investment opportunities, estate planning, philanthropy initiatives, and risk management strategies.
• Ensure accurate and timely documentation and reporting on client interactions, account statuses, compliance requirements, and portfolio activities.
• Maintain the highest standards of discretion and confidentiality, ensuring sensitive financial and personal client information is securely managed.
• Represent the firm professionally at industry events, client meetings, and networking opportunities, enhancing the firm's reputation and client base.

Qualifications:

• Minimum 8-15 years' experience in private banking, wealth management, family office, or similar client-facing financial services roles.
• Demonstrable track record of effectively managing relationships with UHNW individuals and families.
• Deep understanding of complex financial products, investments, estate planning, taxation, and legal frameworks relevant to UHNW individuals.
• Exceptional communication, negotiation, and interpersonal skills.
• CFA, CFP, or similar professional certification preferred.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related field required. Advanced degrees (MBA, JD, etc.) advantageous.

Personal Attributes:

• High integrity and strong professional ethics.
• Excellent problem-solving and decision-making abilities.
• Detail-oriented, organized, and proactive.
• Ability to thrive in a collaborative, client-focused environment.

• Work with a prestigious portfolio of HNW and UHNW clients.
• Competitive salary and performance-based incentives.
• Opportunities for career growth and professional development.
• A dynamic and collaborative work environment.