Independent Wealth Advisor for HNW/UHNW (Revenue-Share)

Cadmus Resources

Singapore

On-site

SGD 100,000 - 180,000

Full time

8 days ago

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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

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.

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