HNW Relationship Manager (Keenai Wealth)

Company

Keenai Global is a digital-first wealth platform built for Accredited Investors in Singapore and the wider region. We combine institutional-quality investment solutions and CIO-led insights with a modern, intuitive client experience so clients can build globally diversified portfolios with confidence.

We operate with bank-grade professionalism, high integrity, and a relentless focus on client outcomes with the agility and ownership culture of a fast-growing team.

Role Purpose
As a Relationship Manager, you will own end-to-end client growth- from acquiring new Accredited Investor clients to deepening relationships, growing AUM, and expanding revenue across your portfolio. You will deliver high-quality advice and solutions across the product suite, drive adoption of the Keenai platform, and work closely with the CIO, advisory, and client service teams to provide a consistently exceptional client experience.

Success Measures

• New-to-platform client acquisition and funded accounts (quality and compliance aligned).
  
• Net new money (NNM) / AUM growth and revenue (recurring and transaction-led) from your portfolio.
  
• Client retention, share-of-wallet growth, and product penetration across key solutions.
  
• High-quality advisory discipline and digital adoption: regular portfolio reviews and clients actively using the platform.
  

Key Responsibilities
1) Client Acquisition (Hunting)

• Build and manage a healthy pipeline of Accredited Investor prospects through referrals, events, partnerships, and targeted outbound activity.
  
• Convert prospects through consultative discovery, clear investment narratives, and timely follow-ups.
  

2) Onboarding and Activation

• Set clients up for early success: define objectives, risk profile, and an initial portfolio allocation.
  
• Drive activation by helping clients take first transactions and build confidence in using the platform.
  

3) Portfolio Growth and Revenue Generation (Farming)

• Own a client book and deliver structured engagement: periodic portfolio reviews, market updates, and proactive rebalancing recommendations.
  
• Deepen relationships to grow share of wallet, increase AUM, and expand revenue through suitable cross-sell and solutioning.
  
• Translate CIO views and market opportunities into actionable ideas aligned to client objectives and risk appetite.
  
• Identify retention risks early and execute recovery plans with high-touch communication and problem solving.
  

4) Client Experience and Stakeholder Management

• Be the primary point of contact for clients and deliver consistently high service standards across every interaction.
  
• Partner with the CIO, advisory, operations, and client service teams to deliver holistic advice and fast issue resolution.
  
• Maintain disciplined client communications and documentation in CRM to ensure continuity, transparency, and follow-through.
  

5) Risk Management and Regulatory Compliance

• Conduct all activities within the applicable regulatory framework and internal policies (including suitability, documentation, and communication standards).
  
• Stay current on relevant regulations impacting client interactions, product suitability, and onboarding/KYC requirements.
  
• Protect the firm's reputation by demonstrating the highest ethical standards and professional conduct.
  

6) Team Contribution

• Share best practices and contribute to playbooks, process improvements, and client education initiatives (webinars, briefings, events).
  
• Provide structured feedback on client needs and platform gaps to improve product, UX, and advisory tooling.
  
  

Requirements

Key Requirements

• Minimum 5 years experience as an RM / Client Advisor in priority banking, private banking, or EAM, covering affluent to HNW clients.
  
• Demonstrated AUM/NNM and revenue track record, with strong relationship management and client retention outcomes.
  
• Strong understanding of capital markets and investment products; able to articulate risk/return trade-offs clearly and responsibly.
  
• Comfortable working in a digital-first environment and using CRM/workflow tools to run an efficient client book.
  

Licensing and Certifications

• Relevant Singapore accreditations required for advising/dealing.
  
• Additional certifications such as CACS are a plus but not mandatory.
  

Core Competencies

• Consultative selling and strong discovery skills; ability to translate clients needs into solutions.
  
• Portfolio review discipline and the ability to communicate market views with clarity and conviction.
  
• High ownership mindset, strong execution, and comfort in a fast-paced, growth environment.
  
• Excellent communication and stakeholder management; calm, professional, and client-first under pressure.
  
• High integrity, attention to detail, and strong documentation habits.