High Street Resources

Relationship Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours

Full-timeSingaporeNo salary listedIn-person

About the Job

Requirements

5–8+ years of experience in Private Banking, Wealth Management, Priority Banking, or EAM.
A proven track record in AUM growth, NNM generation, and revenue delivery.
Strong understanding of capital markets and investment products.
Experience managing HNW / UHNW client relationships.
Comfort working in a digital-first environment.
Strong communication, advisory, and stakeholder management skills.

Responsibilities

Build and maintain a pipeline of Accredited Investor prospects.
Source clients through referrals, partnerships, and outbound strategies.
Convert prospects through consultative selling and structured engagement.
Define client investment objectives and risk profiles.
Support initial portfolio construction and first transactions.
Drive adoption of the platform.
Manage and grow a client book.
Conduct regular portfolio reviews and provide market insights.
Increase AUM, share of wallet, and revenue.
Cross-sell investment solutions aligned to client needs.
Act as the primary point of contact for clients.
Collaborate with CIO, advisory, and operations teams.
Ensure high service standards and timely issue resolution.
Ensure adherence to regulatory and internal policies.
Maintain proper documentation and suitability standards.
Uphold high ethical and professional standards.

Relationship Manager

High Street Resources · Singapore, Singapore · Full-time · Posted 2026-05-04

Workplace: on_site

Description

Role Overview

We are seeking a Relationship Manager to drive client acquisition, portfolio growth, and long-term client engagement. This is a front-office, revenue-generating role where you will manage the full client lifecycle—from onboarding new investors to growing AUM and deepening relationships.

You will work closely with investment, advisory, and client service teams to deliver tailored solutions while ensuring a seamless and high-quality client experience.

Key Responsibilities

Client Acquisition (Hunting)

Build and maintain a pipeline of Accredited Investor prospects
Source clients through referrals, partnerships, and outbound strategies
Convert prospects through consultative selling and structured engagement

Client Onboarding & Activation

Define client investment objectives and risk profiles
Support initial portfolio construction and first transactions
Drive adoption of the platform

Portfolio Growth (Farming)

Manage and grow a client book
Conduct regular portfolio reviews and provide market insights
Increase AUM, share of wallet, and revenue
Cross-sell investment solutions aligned to client needs

Client Experience & Stakeholder Management

Act as the primary point of contact for clients
Collaborate with CIO, advisory, and operations teams
Ensure high service standards and timely issue resolution

Risk & Compliance

Ensure adherence to regulatory and internal policies
Maintain proper documentation and suitability standards
Uphold high ethical and professional standards

Requirements

5–8+ years of experience in Private Banking, Wealth Management, Priority Banking, or EAM
Proven track record in AUM growth, NNM generation, and revenue delivery
Strong understanding of capital markets and investment products
Experience managing HNW / UHNW client relationships
Comfortable working in a digital-first environment
Strong communication, advisory, and stakeholder management skills

Apply

Apply at High Street Resources

About the Company

High Street Resources

Company size: Not listed
Company stage: Not listed
Total funding: Not listed
Headquarters: Not listed
Founded: Not listed

Recently Posted Jobs

Explore more opportunities at High Street Resources

See more jobs