Referso Jobs

Provide investment strategy, hedging & trading advisory to private wealth clients and family office
Lead discussion with client to deliver multi-asset ideas and maximize portfolio performance
Act as a point of contact for investment advisory, planning and execution
Assist bankers and assistant RMs to serve sophisticated clients
Build proactive long-term relationships with HNW individuals

Requirements

Degree holder in Finance, Business or related disciplines; preferably with Chartered Financial Analyst (CFA) designation

Skills

investment strategy hedging trading advisory asset classes equities fixed income

Intermediary Relationship Manager, Southeast Asia - Vice President

State Street · Posted Nov 4, 2026

Open

Singapore, Singapore, Singapore
On-site
Full-time · Vp
5–7 years

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Develop and execute segment and client plans to drive sales of State Street IM investment solutions across Singapore and targeted Southeast Asian markets.

Responsibilities

Develop and execute segment and client plans that drive sales of the State Street IM investment solutions.
Own, build, and deepen a panel of key intermediary clients and prospects, with accountability for AUM, net new assets and revenue outcomes.
Identify and anticipate client needs, and position relevant investment solutions across asset classes, wrappers and domiciles.
Secure and expand product shelf access, model portfolio inclusion, and platform listings with private banks, wealth managers and digital platforms.
Clearly communicate investment ideas, research, and market views to clients, one-on-one and one-to-many.

Requirements

Degree qualified or equivalent, preferably in a financial or analytical discipline
Nice to have: Regional language capability (e.g., Mandarin, Bahasa or Thai)
Nice to have: CFA
Nice to have: CAIA

Skills

MAS representative status CMFAS examinations Knowledge of listed (ETF) and unlisted product structures

Executive Director & Head, Client Relationship Management - North America

Morgan Stanley · Posted Nov 4, 2026

Open

New York, New York, United States
$250K–$300K per year
10+ years

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Lead the North American Client Relationship Management team, managing key institutional client relationships and driving organizational change.

Compensation

Expected base pay rates for the role will be between $250,000 and $300,000 per year at the commencement of employment.

Responsibilities

Direct management of the team, providing day‑to‑day support, career guidance and professional development
Represent the team to key internal stakeholders and senior management, ensuring accountability for deliverables
Prioritize workload and allocate resources across the team
Serve as first point of escalation, within the team and across the business, resolving issues in line with firm procedures and protocols
Keep the team current on MSIM’s investment capabilities, partnering with Sales on business development and growth opportunities

Requirements

Bachelor’s degree or equivalent; MBA and/or CFA preferred

Skills

relationship management client service investment management asset classes

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