Ultra-HNW Client Relationship Manager (Listed Shareholder & Institutional Capital Focus)
Core
Serve listed company major shareholders, founders, directors, and single-family offices in Southeast Asia and Greater China with high-stakes capital market transactions and cross-border wealth solutions.
Role type
Senior Institutional Client Relationship Manager (Listed Shareholder & Family Office Focus)
Builds
Compliant secondary market transactions, equity pledge solutions, cross-border asset portfolios, and intergenerational wealth succession plans.
Domain
Financial Services / Wealth Management / Capital Markets / Cross-Border Regulation
Required skills
Capital market transaction structuring, regulatory compliance (SGX/HKEX/A-share), equity pledge and margin financing, cross-border trust structuring, risk gatekeeping, elite stakeholder management
Preferred skills
CFA, CPA, Legal Qualifications, experience serving listed company shareholders or ultra-HNW families
Technologies
SGX, HKEX, A-share market regulatory frameworks, MAS regulations
Responsibilities
Execute restricted stock unlocking and block trading; structure equity pledge and margin financing solutions; design single-family office asset frameworks and succession plans; conduct pre-transaction compliance screening for insider trading and market manipulation; manage multi-jurisdiction asset portfolios; act as front-line risk gatekeeper for market stability.
Seniority
Senior, hands-on IC