Save Job Back to Search Job Description Summary Similar JobsBuild and grow a high-value Accredited Investor client portfolioShape client outcomes using a modern, CIO-led investment platformAbout Our ClientOur client is a digital-first wealth management platform serving Accredited Investors in Singapore and the wider region. The firm combines institutional-quality investment solutions, CIO-led insights, and a technology-enabled client experience to help investors build globally diversified portfolios with confidence. Operating with bank-grade governance and an agile, entrepreneurial culture, the organisation is positioning itself as a next-generation alternative to traditional private banking and EAM models.Job DescriptionAcquire and onboard Accredited Investor clients through own networks, referrals, events, and targeted outreachOwn a client portfolio, driving AUM growth, recurring revenue, and wallet shareDeliver structured portfolio reviews, market updates, and proactive investment ideasTranslate house views and market themes into actionable, client-aligned solutionsAct as the primary client contact, ensuring a consistently high service experienceCollaborate closely with CIO, advisory, operations, and client service teamsUphold strong governance, suitability standards, and regulatory disciplineThe Successful Applicant5+ years of experience as a Relationship Manager or Client Advisor within wealth management, private banking, priority banking, or EAM environmentsProven track record in client acquisition, AUM growth, and revenue generationGood existing network of clients a plusStrong understanding of capital markets and investment productsAbility to run a disciplined client engagement and portfolio review processComfortable operating in a digital-first, CRM-driven advisory environmentHigh standards of professionalism, integrity, and client-centric thinkingWhat's on OfferThis role offers the opportunity to build a scalable, high-quality client book within a growing digital wealth platform. You will gain exposure to CIO-led investment thinking, institutional-grade solutions, and a collaborative front-office culture. The organisation supports continuous learning, provides structured advisory and product support, and offers long-term career progression as the platform expands regionally.ContactYee Wee Khoo (Lic No: R23118233/ EA no: 18S9099)Quote job refJN-042026-6999754Phone number+65 8925 1212Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Financial ServicesLocationInternationalContract TypePermanentConsultant nameYee Wee Khoo (Lic No: R23118233/ EA no: 18S9099)Consultant contact+65 8925 1212Job ReferenceJN-042026-6999754Work from HomeWork from Home or Hybrid