Global Private Wealth 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

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.