Client Advisor (North Asia)

KAIROS GLOBAL SEARCH PTE. LTD.; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

KAIROS GLOBAL SEARCH PTE. LTD. in Singapore seeks a Client Advisor (North Asia) to cultivate and manage high-net-worth client relationships through referrals from private banks, family offices, trust companies and partners.

You will provide liquidity planning, wealth transfer and cross-border advice, with a focus on Greater China and North Asian HNW clients, including Mandarin-language sessions, to help meet targets while adhering to MAS regulations.

Qualifications

• Bachelor's degree or above in Finance, Business or a related discipline.
• Proven ability to serve Greater China or North Asian HNW clients, including offshore or cross-border business.
• Mandarin-speaking client advisory experience is preferred.

Responsibilities

• Build and maintain referral relationships with clients and partners (private banks, family offices, trust companies).
• Develop new client relationships with focus on Greater China and North Asian HNW clients.
• Provide professional advice on liquidity planning, wealth transfer, insurance needs, and cross-border structures.
• Meet annual net revenue targets or targets set at annual review.
• Ensure compliance with MAS regulatory requirements and internal policies.
• Submit new business documents promptly and accurately.
• Support policyholders with timely annual reviews.
• Assist colleagues in client meetings and Mandarin-language sessions.

Skills

Relationship-building

Communication

Presentation

Mandarin language

Education

Bachelor's degree in Finance/Business or related discipline

Job description

Our Client:

Our client is a leading financial services firm with presence across ASIA, and they are seeking a Client Advisor (North Asia) in Singapore. This role focuses on developing and managing high-net-worth client relationships through referrals from private banks, family offices, trust companies, and strategic partners. The position builds a balanced referral portfolio, with emphasis on Greater China and North Asian HNW clients, while providing professional advice on liquidity planning, wealth transfer, insurance needs, and cross-border structures.

Key Responsibilities:

• Build and maintain strong referral relationships with clients and partners, including private banks, family offices and trust companies.
• Develop new client relationships to keep the referral portfolio balanced, with a focus on Greater China and North Asian HNW clients.
• Give professional, high-quality advice on liquidity planning, wealth transfer and insurance needs, including cross-border and offshore structures.
• Meet the annual net revenue target or the amount agreed at the annual review.
• Comply fully with internal compliance policies and MAS regulatory requirements.
• Submit new business documents promptly and accurately.
• Serve existing policyholders well, including timely annual policy reviews.
• Support colleagues in client meetings, medicals and presentations, including Mandarin-language sessions.

Requirements:

• Bachelor's degree or above in Finance, Business or a related discipline.
• Valid MAS licence (CMFAS modules relevant to life insurance and investment products). Candidates without a current licence must get one after joining.
• At least 8 years in sales or relationship management, preferably in insurance, bancassurance or private banking.
• Proven experience serving Greater China or North Asian HNW clients, including offshore or cross-border business.
• The role involves advising and preparing documents for Mandarin-speaking clients.
• Strong relationship-building, communication and presentation skills.
• Proactive, self-motivated and disciplined, with integrity and real commitment to clients' needs.
• Able to juggle multiple priorities and meet tight deadlines.

EA Licence No: 23S1615