oraclecloudinfrastructure
The Senior Relationship Manager, Wealth Management focuses on acquiring, advising, and growing relationships with HNW/UHNW international clients, including expatriates in Singapore and UK-connected clients with cross-border wealth needs. The role requires delivering holistic investment and wealth management solutions while navigating cross-border considerations, suitability requirements, and client-specific tax, residence, and structuring sensitivities. A core requirement is a practical understanding of the UK tax regime and relevant tax structures for internationally mobile clients.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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