Assistant Relationship Manager

About Us:

WRISE Group is one of the fastest-growing wealth management firms, headquartered in Singapore with a global presence across Hong Kong and APAC.

Powered by a dynamic team of client advisors and investment specialists, we deliver a seamless, end-to-end wealth management experience—from advisory to execution—helping clients grow, manage, and protect their wealth.

Our expansive ecosystem provides clients access to over 150 financial intermediaries across eight booking locations, enabling borderless opportunities through strategic partnerships and innovative solutions.

About the Role:

We are looking for an Assistant Relationship Manager to support the Investment Team in serving high-net-worth clients through investment research, client relationship support, investment sales coordination, and multi-asset trade execution. Contribute to market insights, sales initiatives, and the efficient management of the full trade lifecycle across a range of investment products.

Key Responsibilities:

• Support Relationship Managers and Investment team in delivering tailored services to high‑net‑worth clients, fostering long‑term retention and growth.
• Assist Investment team in the daily maintenance of clients’ relationships.
• Conduct market research, generate investment ideas, and brief sales team on market updates and opportunities.
• Collaborate with business development team, distribution channel, operation and other internal stakeholders in supporting investment sales activities.
• Execute multi‑asset trade orders across OTC products, fixed income, mutual funds, and structured products, managing the full trade lifecycle.

Qualifications & Requirements:

• Bachelor's degree or above in Finance, Business Administration, Economics, or a related discipline.
• 2-3 years of relevant experience in private banking, brokage firms, EAM or financial services.
• Holder of SFC Type 1, 4 and 9 licenses.
• Strong understanding of financial markets, investment concepts, and product lifecycles and management functions.
• Strong analytical, communication, interpersonal, and presentation skills.
• Proficient in financial modeling (Excel/VBA) with knowledge of Bloomberg.

Why Join Us?

🌍 Global footprint, local impact – Work across Asia’s key wealth hubs.

💡 Innovation-driven culture – Shape the future of wealth management.

🚀 Growth opportunities – Collaborate with industry leaders and a dynamic team.

📩 Ready to elevate your career? APPLY now!