Client Advisor, Multi Family Office

REVE PARTNERS EXECUTIVE SEARCH PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A reputable Multi-Family Office in Singapore is looking for a driven Client Advisor to leverage existing networks and onboard high-net-worth clients. The ideal candidate will have at least 7 years of experience in Private Banking or Wealth Management and possess relevant certifications. This role offers a chance to work in a dynamic environment focused on client satisfaction and tailored financial solutions.

Qualifications

• Minimum of 7 years of experience in Private Banking or Wealth Management.
• Possess the relevant MAS certifications.

Responsibilities

• Leverage existing network to onboard high-net-worth clients.
• Partner with investment team for tailored advisory.
• Collaborate to generate referrals and identify new opportunities.
• Ensure compliance with regulatory standards.
• Maintain professionalism in client servicing.

Skills

Interpersonal skills

Communication skills

Client-centric mindset

Detail-oriented

Education

Degree in Finance, Business, or a related discipline

Job description

Client Advisor – Southeast & North Asia
Multi-Family Office

Our client, a reputable and fast-growing regional Multi-Family Office, is seeking a driven and client-focused Relationship Manager to join their team. This is an exciting opportunity for experienced professionals from a premier or private banking background who are looking to transition into a more entrepreneurial and globally connected platform.

Key Responsibilities

• Leverage your existing network to onboard high-net-worth clients from Private Banking and continuously prospect for new relationships
• Partner closely with the investment team to deliver tailored portfolio advisory aligned with clients’ profiles and financial goals
• Collaborate with colleagues across branches and business units to generate referrals and identify new opportunities
• Ensure all client interactions and transactions comply with regulatory and internal compliance standards
• Maintain the highest standards of professionalism and integrity in client servicing

Requirements

• A degree in Finance, Business, or a related discipline
• Minimum of 7 years of experience in Private Banking or Wealth Management
• Strong interpersonal and communication skills, with a proactive, client-centric mindset
• Well-organized, detail-oriented, and able to manage multiple client priorities efficiently
• Possess the relevant MAS certifications

If you are looking to make a meaningful step forward in your private wealth career, please send your resume to [e-mail] for a confidential discussion.

Kindly note that only shortlisted candidates will be contacted.

EA License: 25S2716