Family Wealth Architect: Build Your Own Practice

Unicorn; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

Unicorn is seeking a Family Wealth Associate in Singapore who will partner with individuals, business owners and families to craft personalised wealth plans and advise on investments, risk management and legacy strategies. This role emphasizes ownership of client relationships and developing a private-practice-style advisory career.

You will nurture trusted partnerships over time, collaborating with specialists to deliver integrated solutions and empower clients to make sound financial decisions

Qualifications

• Singapore Citizen or Permanent Resident status is required.
• Minimum A-Level or Diploma is required.
• Strong communication and interpersonal skills are essential.
• Analytical and problem-solving ability is important.
• Attention to detail and professional discipline are expected.
• Genuine compassion and desire to improve people's lives.
• Strong integrity and personal responsibility.
• Humility and willingness to learn.
• Courage to step outside comfort zone.

Responsibilities

• Serve as a long-term strategic partner to individuals and families, guiding wealth decisions.
• Develop personalised Family Wealth Blueprints for clients.
• Advise on investments, risk management, legacy and succession planning.
• Analyse financial information, identify opportunities and provide actionable recommendations.
• Build trusted relationships with clients and families over the long term.
• Collaborate with specialists to offer integrated solutions for complex needs.
• Educate clients to make informed financial decisions with clarity.
• Grow your own professional practice through relationships and referrals.

Skills

Communication

Interpersonal skills

Analytical thinking

Problem-solving

Attention to detail

Integrity

Accountability

Humility

Courage to take risk

Education

Minimum A-Level or Diploma

Job description

Unicorn is seeking a Family Wealth Associate in Singapore who will partner with individuals, business owners and families to craft personalised wealth plans and advise on investments, risk management and legacy strategies. This role emphasizes ownership of client relationships and developing a private-practice-style advisory career.

You will nurture trusted partnerships over time, collaborating with specialists to deliver integrated solutions and empower clients to make sound financial decisions