- Outram Central Region (Singapore) Singapore
全职 Junior Relationship Manager 工作, 薪水 up to SGD 10,000, BUGLEROCK CAPITAL PTE. LTD. Central Region (Singapore) 公司招聘中 - Ricebowl
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About the Role
BugleRock Capital is a MAS-licensed wealth and asset management firm in Singapore. We are looking for a Junior Relationship Manager to support client coverage and grow relationships with affluent and high net worth clients. You will work alongside senior relationship managers and the investment team to deliver a high standard of service.
Key Responsibilities
Manage and deepen relationships with an assigned portfolio of affluent and high net worth clients
Understand client goals, risk profiles and needs, and recommend suitable investment and wealth solutions
Support senior relationship managers in client meetings, reviews and proposals
Originate new clients through referrals, networks and business development activities
Coordinate with product, investment, operations and compliance teams to execute client requests
Ensure all client activity complies with MAS regulations and internal policies, including KYC, suitability and documentation requirements
Maintain accurate client records and pipeline in the CRM
Provide timely client reporting, portfolio updates and market commentary
Meet agreed targets for client acquisition, assets under management and revenue
Requirements
Bachelor’s degree in Finance, Business, Economics or a related field
8 to 10 years of relationship management or client advisory experience in banking or wealth management in Singapore
Priority banking experience is preferred
Proven track record of managing and growing a client book
Holds, or is able to obtain, the relevant MAS representative requirements and CMFAS modules
Good knowledge of investment products such as equities, funds, fixed income, structured products and insurance
Strong interpersonal, communication and presentation skills
Entrepreneurial, client-first and comfortable working in a growing firm
BugleRock Capital is a MAS-licensed wealth and asset management firm in Singapore. We are looking for a Junior Relationship Manager to support client coverage and grow relationships with affluent and high net worth clients. You will work alongside senior relationship managers and the investment team to deliver a high standard of service.
Key Responsibilities
Manage and deepen relationships with an assigned portfolio of affluent and high net worth clients
Understand client goals, risk profiles and needs, and recommend suitable investment and wealth solutions
Support senior relationship managers in client meetings, reviews and proposals
Originate new clients through referrals, networks and business development activities
Coordinate with product, investment, operations and compliance teams to execute client requests
Ensure all client activity complies with MAS regulations and internal policies, including KYC, suitability and documentation requirements
Maintain accurate client records and pipeline in the CRM
Provide timely client reporting, portfolio updates and market commentary
Meet agreed targets for client acquisition, assets under management and revenue
Requirements
Bachelor’s degree in Finance, Business, Economics or a related field
8 to 10 years of relationship management or client advisory experience in banking or wealth management in Singapore
Priority banking experience is preferred
Proven track record of managing and growing a client book
Holds, or is able to obtain, the relevant MAS representative requirements and CMFAS modules
Good knowledge of investment products such as equities, funds, fixed income, structured products and insurance
Strong interpersonal, communication and presentation skills
Entrepreneurial, client-first and comfortable working in a growing firm
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