Client Advisor – Multi-Family Office (Singapore)

Cadmus Resources; Singapore; On-site; SGD 100,000 - 180,000; Full time

Job summary

Cadmus Resources, on behalf of a MAS-licensed multi-family office in Singapore, is expanding its advisory team and seeking experienced Client Advisors who seek more independence and a larger share of the value they create.

You will manage and grow a portfolio of HNW and UHNW clients, advise on investments and wealth planning, onboard new clients, and ensure MAS, KYC and compliance standards are met, with a performance-based, revenue-sharing compensation model.

Qualifications

• 5+ years of experience as private banker, client advisor or relationship manager.
• Strong understanding of investments and wealth planning.
• Entrepreneurial, self-driven and relationship-focused.
• Comfortable with revenue-share remuneration with no fixed base salary.

Responsibilities

• Manage and grow a portfolio of HNW and UHNW clients, acting as their main point of contact.
• Advise clients on investments, wealth structuring and succession planning, working with investment and family office specialists.
• Onboard new clients and transition existing relationships to the platform.
• Ensure all client activities meet MAS regulatory, KYC and compliance requirements.

Skills

5+ years private banking experience

Client advisory

Wealth planning knowledge

Relationship building

Regulatory/KYC compliance

Job description

Our client, a MAS-licensed multi-family office in Singapore, is expanding its advisory team and looking for experienced Client Advisors who want more independence and a bigger share of the value they create.

Key Highlights

• High Revenue-Share Model With Flexible Terms
• Independent Platform With Open-Architecture Solutions
• Entrepreneurial Culture With Ownership Of Your Client Relationships

Responsibilities

• Manage and grow a portfolio of HNW and UHNW clients, acting as their main point of contact
• Advise clients on investments, wealth structuring and succession planning, working with the firm’s investment and family office specialists
• Onboard new clients and transition existing relationships to the platform
• Ensure all client activities meet MAS regulatory, KYC and compliance requirements

Requirements

• At least 5 years of experience as a private banker, client advisor or relationship manager
• Comfortable with a performance-driven, revenue-share remuneration model with no fixed base salary
• Strong understanding of investment products and wealth planning
• Entrepreneurial, self-driven and relationship-focused

We regret that only shortlisted candidates will be notified. All applications will be treated in strict confidence.

CADMUS RESOURCES | EA Licence No.: 05C3447