HNW Relationship Manager – Payments Team

Funding Societies | Modalku Group

. Serve as the dedicated relationship manager for existing and newly acquired CardUp HNW clients .

Posted 9/29/2026full-timeSingapore • SingaporeMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in high-net-worth client relationship management, with a strong focus on compliance, KYC/AML processes, and a data-driven approach to performance tracking. Proven ability to drive client acquisition, retention, and upselling in a fast-paced fintech environment.

Highest-signal resume keywords

High-Net-Worth Client Relationship ManagementCompliance and KYC/AML ProcessesData-Driven Pipeline ManagementBusiness Development MindsetPortfolio Growth and Retention

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client OnboardingAccount ManagementPerformance TrackingPipeline ManagementPayment ConfigurationUpselling StrategiesFintech KnowledgeInvestment Products FamiliarityRegulatory ComplianceNetworking with HNW Individuals

Soft Skills

Exceptional Interpersonal SkillsStrong Communication SkillsOrganisational SkillsAttention to DetailSelf-Driven Mindset

Industry Keywords

Private BankingWealth ManagementFinancial AdvisoryHNW Client ManagementSingapore Regulatory Environment

About the role

Key responsibilities & impact

Serve as the dedicated relationship manager for existing and newly acquired CardUp HNW clients
Deliver premium, high-touch, white-glove account management
Price new requests and renewals according to the CardUp HNW pricing framework
Own end-to-end onboarding from account setup and payment configuration through go-live
Facilitate compliance and KYC approvals with internal teams
Build long-term HNW client relationships and safeguard retention
Originate new HNW users through personal and professional networks and outbound prospecting
Convert inbound HNW leads and collaborate with marketing on targeted campaigns
Use referral channels including Funding Societies' investor base, wealth advisors, and family offices
Drive acquisition from qualification through onboarding
Upsell existing clients to additional payment types including tax, property, insurance, and education
Build account plans for priority clients
Re-engage lapsed users and win back payment volume
Track and report pipeline, acquisition, upsell, and win-back performance
Feed client insights back to marketing and product teams

Requirements

What you’ll need

4–6 years of experience in private banking, wealth management, financial advisory, or HNW client relationship management
Demonstrated track record of managing and growing a portfolio of high-net-worth clients with measurable business outcomes
Prior experience in fintech, payments, or investment products is a strong advantage
Established network among HNW individuals, family offices, or their advisors in Singapore is a strong advantage
Familiarity with compliance, KYC/AML processes, and the regulatory environment for financial products in Singapore
Exceptional interpersonal and communication skills
Commercial acumen and a business-development mindset
Strong organisational skills and attention to detail
Ability to manage multiple client relationships and workflows simultaneously
Self-driven, entrepreneurial mindset
Comfortable owning targets and operating with ambiguity in a lean, fast-moving team
Data-driven approach to pipeline management and performance tracking

Benefits

Comp & perks

Flexible paid vacations
Observed holidays by country
Additional days off for birthdays and work anniversaries
Flexible working arrangements
Health insurance coverage for employees and dependents
Org-wide fitness initiatives
Well-being coaching
Company laptop
Support for equipment/tools