Job Description
Wealth & Asset Manager (Relationship Manager/Investments) Company Overview We are a Singapore-based private fund management and wealth advisory firm that focuses on multi-asset investment solutions and family office services. We offers a comprehensive, one-stop family office solution by providing a wide range of services including independent asset management (IAM), advanced wealth solutions, fund services, risk & resilience services. Our holistic approach ensures we cover all aspects of family governance and family constitutions from end-to-end for high-net-worth individuals, family offices, and regional investors (Singapore and broader Asia) Job Summary You will be responsible for managing and growing client relationships while ensuring full compliance with MAS regulatory requirements. The role combines client servicing, investment trade execution, compliance-driven onboarding, and product advisory support within a regulated asset management environment. Key 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 Com
