Relationship Manager (Global Markets)

KGI SECURITIES (SINGAPORE) PTE. LTD.

Singapore, Singapore
Not specified
5+ years hnw/uhnw client experience
Cmfas qualifications with mas license
Portfolio allocation across equities and fixed income
KGI Securities (Singapore) Pte. Ltd. is seeking a Relationship Manager for Global Markets to drive client acquisition and asset under management (AUM) growth among high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The role requires extensive experience in relationship management, investment advisory, and compliance within a fast-paced financial environment

Job Summary

  • The role focuses on driving Assets Under Management (AUM) and revenue growth by actively sourcing new High Net Worth and Ultra High Net Worth clients.
  • Candidates must provide tailored investment advice on diverse asset classes including equities, fixed income, funds, and structured products.
  • Success requires strict adherence to MAS regulations, FATCA/CRS guidelines, and AML requirements while maintaining robust client relationships.

Matching Summary

Match Score: 85

KGI Securities (Singapore) Pte. Ltd. is seeking a Relationship Manager for Global Markets to drive client acquisition and asset under management (AUM) growth among high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The role requires extensive experience in relationship management, investment advisory, and compliance within a fast-paced financial environment.

Skills & Requirements

Must-have

  • 5+ years HNW/UHNW client experience
  • CMFAS qualifications with MAS license
  • Portfolio allocation across equities and fixed income
  • Knowledge of structured products and alternatives
  • Strict compliance with MAS and AML regulations

Nice-to-have

  • Mandarin proficiency for Greater China clients
  • Strong communication with internal stakeholders
  • Self-motivated and driven to excellence
  • Ability to prioritize broad range of opportunities

Key Requirements

  • Degree in finance, business, or economics
  • Valid MAS Representative License
  • 5+ years proven track record in relationship management
  • Mandarin language skills preferred

Work Rights

Not specified

Tailored Resume

Cover Letter