Premier Financial Strategist

WHITE SOCIETY PTE. LTD.; Singapore; Hybrid; SGD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible & Hybrid Work Arrangements

Job summary

WHITE SOCIETY PTE. LTD. seeks a Premier Financial Strategist to serve as a trusted advisor for a portfolio of high-net-worth clients. You will develop sophisticated wealth strategies, not just sell products, and drive long-term client outcomes.

The role emphasizes strategic advisory, portfolio optimization, and complex estate planning with a hybrid work arrangement and strong earning potential.

Qualifications

• Diploma or Degree required.
• 3–5 years in financial consulting, wealth management, or related roles for experienced candidates.
• Strong network of high-net-worth clients is an advantage.

Responsibilities

• Strategic Client Advisory: provide holistic, independent financial advice on wealth accumulation, protection, retirement, and legacy planning.
• Portfolio Management & Review: construct and manage sophisticated investment portfolios; conduct data-driven reviews and adjust strategies.
• HNW & Legacy Planning: advise on succession, estate structuring, and trust solutions for affluent families.
• Business Development: expand client network through referrals and networking.

Skills

Portfolio management

Wealth advisory

Client networking

Education

Diploma or Degree

Job description

About the Role

As a Premier Financial Strategist, you will not be a salesperson; you will be a trusted advisor. You will be responsible for developing and implementing sophisticated wealth strategies for a portfolio of high-net-worth and affluent clients.

Key Responsibilities

Strategic Client Advisory: Provide holistic, independent financial advice on wealth accumulation, protection, retirement, and legacy planning.

Portfolio Management & Review: Construct and manage sophisticated investment portfolios. Conduct regular, data-driven portfolio reviews and adjust strategies based on changing market conditions and client goals.

HNW & Legacy Planning: Engage with business owners and affluent families to provide expert advice on complex needs like succession planning, estate structuring, and trust solutions.

Business Development: Expand your client network through a combination of personal referrals, networking.

Who We're Looking For

A recognized Diploma or Degree.

For Experienced Advisors: You have a proven track record (min 3-5 years) as a financial consultant, wealth manager, or relationship manager within a financial institution. A strong existing network of high-net-worth clients is an advantage.

For Ambitious Newcomers: You have a strong academic record and a demonstrated passion for financial markets, economics, and building a professional career. You may be a fresh graduate from a top-tier university or a career switcher with a strong history of performance in a client-facing or sales environment.

What We Offer

High-Earning Potential: A competitive remuneration package that rewards performance, with a base allowance and uncapped commission.

Clear Career Trajectory: A structured path for advancement into leadership or to become a specialist advisor in key areas.

Flexible & Hybrid Work Arrangements.