Client Advisor - Multi Family Office

REVE PARTNERS EXECUTIVE SEARCH PTE. LTD.; Singapore; On-site; SGD 90,000 - 130,000; Full time

Job summary

REVE PARTNERS EXECUTIVE SEARCH PTE. LTD. is seeking a Client Advisor for Greater China based in Singapore. The role focuses on managing high net worth relationships and onboarding clients while coordinating with the investment team on tailor-made portfolio advisory.

Ideal candidates have Premier or Private Banking background, strong communication skills, and a client-centric mindset to operate on a global platform.

Qualifications

• Degree in Finance or related discipline required.
• Minimum 3 years of experience from Premier or Private Banking space.
• MAS certifications required or pursued.

Responsibilities

• Support senior advisors in managing and maintaining high net worth client relationships.
• Leverage existing network to onboard clients and prospect for new relationships.
• Partner with investment team to deliver tailored portfolio advisory aligned with clients’ profiles and goals.
• Collaborate with colleagues across branches and units to generate referrals and identify opportunities.
• Ensure all client interactions and transactions comply with regulatory and internal standards.
• Maintain the highest standards of professionalism and integrity in client servicing.

Skills

Relationship building

Client onboarding

Portfolio advisory

Regulatory/compliance awareness

Education

Degree in Finance/Business

MAS certifications

Job description

Client Advisor – Greater China (Based in Singapore)
Multi-Family Office

Our client, a prestigious 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:

• Support senior advisors in managing and maintaining high net worth client relationships
• Leverage your existing network to onboard clients 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 3 years of experience from the Premier or Private Banking space
• 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.

Kindly note that only shortlisted candidates will be contacted.

EA License: 25S2716