Manager / Senior Manager - Wealth Relationship Management

Location Singapore
Discipline Banking & Finance
Job Reference BBBH113487_1654159643
Salary S$0.00 - S$150000 per annum
Consultant Name Stephanie Liew Wei Yien
Consultant Email
Consultant Contact No. 62328811
EA License No. 02C3423
Consultant Registration No. R1543248

The successful candidate for this highly strategic position will be responsible for providing support for the company's Wealth Management Department. He/she will oversee the WM Administration team procedures as well as relationships with counterparties. He/she will work with in house WM and their HWN clients, supporting a variety of servicing inquiries and operational functions. He/she will be responsible for driving client satisfaction, leveraging on a team of 3 skilled assistant delivery and servicing capabilities. The WM Administration team is the first line of operational / business liaison service and support to the WM.

Team leadership and WM Business management

  • Supervision and Management (recruitment, performance evaluation, leave management and staff well-being) of a team of 3 employees who provide support to Wealth Managers (WM) and their private HNW clients
  • Meeting with potential WM candidates and working concurrently with Senior Management towards a final onboarding (commercial terms, contract etc.)
  • Cultivating and managing existing WM relationships (20+)
  • Developing and maintaining partnerships with private banks and non-banking entities (trustees, insurances, fund managers etc.)
  • Pro-active Identification of any internal/external conflict in relation to the smooth management of the WM administration team
  • Collaboration with other departments towards the development and implementation of cross-selling initiatives
  • Assistance on Ad hoc projects (roll out of new client information management system for instance)
  • Development/Planning and implementation of procedures to ensure that regulatory requirements are met (in collaboration with the Compliance Team)

Services to External Asset Managers and their Private Clients

  • Provide support to independent asset managers and their private HNW clients
  • Liaising with internal (compliance/legal) and external parties (custodians, insurance etc.) to ensure smooth and timely account openings
  • Proactive identification of any complex client service issues or service deficiencies - problem resolution and implementation of process improvements
  • Assisting with order placement and cash instructions
  • Assisting with operational issue (wrong pricing, missed trade etc.)
  • Establishing monthly and quarterly commission calculations for the benefit of the WM (from various income sources such as (management fees, bank retrocessions, bank rebates etc.)

Reporting and admin duties

  • Monthly and quarterly reporting of WM department metrics
  • Supervising of monthly in and out cash transaction monitoring
  • Supervising of monthly advisory trades monitoring
  • Ad hoc projects, audit requests and regulatory surveys
  • Support on other projects as assigned


  • Significant experience withing the asset management industry
  • Relevant degree and background in leading supporting teams
  • Deep understanding of the end-to-end client and trade lifecycles
  • Organized & have a can-do approach to resolving client requests
  • Strong communicator and interpersonal skills
  • Ability to develop strong collaborative working style with key internal partners
  • Autonomous and service orientated

Stephanie, Liew Wei Yien (Liu Weiyun) EA License No.: 02C3423 Personnel Registration No.: R1543248

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