Funds, Asset and Wealth Manager (Transferable Clients)
recruit now singapore pte. ltd. • singapore, singapore • Posted July 18, 2026
Position Overview
Wealth & Asset Manager (Relationship Manager/Investments)
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
- Build and maintain long-term relationships with clients
- Understand client investment objectives, risk tolerance, and financial needs
- Provide ongoing portfolio updat...