Elite Private Wealth Advisor — Autonomy & Equity Path

OAKTREE CONSULTING; Lee-on-the-Solent; On-site; GBP 70,000 - 120,000; Full time

Job summary

Oaktree Consulting collaborates with Singapore’s elite wealth networks to help experienced financial professionals scale their practices and transition to an open-architecture platform with unrestricted multi-provider access.

We offer an accelerator for growth with premier pipelines, branding support, and performance-based incentives, including quarterly and annual bonuses, enabling high-earning advisory careers for vetted candidates.

Qualifications

• Minimum 2–3 years of experience in financial advisory, retail banking wealth management, or private client services.
• Outstanding communication skills and a highly disciplined entrepreneurial mindset.
• Regulatory compliance and CMFAS certifications are required.

Responsibilities

• Formulate financial roadmaps, bespoke wealth protection strategies, and asset allocation advice for affluent individuals and corporate clients.
• Seamlessly manage, deepen, and retain a high-value portfolio of existing and newly acquired client relationships.
• Champion professional integrity and maintain ethical and regulatory compliance standards across all advisory touchpoints.

Skills

Executive communication

Entrepreneurial mindset

Financial advisory experience

Education

Diploma or University Degree

CMFAS certifications (M5, M9, M9A, HI)

Job description

Oaktree Consulting collaborates with Singapore’s elite wealth networks to help experienced financial professionals scale their practices and transition to an open-architecture platform with unrestricted multi-provider access.

We offer an accelerator for growth with premier pipelines, branding support, and performance-based incentives, including quarterly and annual bonuses, enabling high-earning advisory careers for vetted candidates.