Independent Wealth Advisor - High-Share, Client Ownership

Cadmus Resources

Singapore

On-site

SGD 150,000 - 300,000

Full time

3 days ago
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Job summary

Cadmus Resources' client, a MAS-licensed multi-family office in Singapore, is expanding its advisory team and seeks experienced Client Advisors who desire 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, wealth structuring and succession planning, working with specialists, onboard new clients, and ensure MAS/KYC compliance.

Qualifications

  • 5+ years in private banking or related RM role.
  • Established transferable client book.
  • Comfort with revenue-share remuneration and no base salary.
  • Strong investment knowledge and wealth planning.

Responsibilities

  • Manage and grow a portfolio of HNW and UHNW clients, as main contact.
  • Advise on investments, wealth structuring and succession planning with specialists.
  • Onboard new clients and transition relationships to the platform.
  • Ensure MAS regulatory, KYC and compliance requirements are met.

Skills

Private banking
Client advisory
Relationship management
HNW/UHNW familiarity
Regulatory/KYC knowledge

Job description

Cadmus Resources' client, a MAS-licensed multi-family office in Singapore, is expanding its advisory team and seeks experienced Client Advisors who desire 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, wealth structuring and succession planning, working with specialists, onboard new clients, and ensure MAS/KYC compliance.

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