Private Wealth Advisory Consultant

finexis advisory Pte Ltd; Singapore; On-site; SGD 60,000 - 90,000; Full time

Benefits offered by this job

Licence fee reimbursement

Study materials provided for required

Job summary

finexis advisory Pte Ltd is seeking a driven Management Associate Consultant to join its Private Wealth practice in Singapore. You will work with UHNW individuals, delivering bespoke wealth and investment solutions while developing technical and relationship-management skills for a long-term career in private wealth consultancy.

You will receive one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy work, designed to fast-track

Qualifications

• Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field.
• Prior experience in Management Consultancy, Banking, Finance, Asset Management, Trust, or Insurance is an advantage.
• Excellent interpersonal skills with the ability to convey information clearly to diverse stakeholders.
• High level of accuracy and meticulous attention to detail.
• Proven ability to drive results independently while collaborating effectively within a team.
• Proficiency in spoken and written Mandarin would be preferred to facilitate communication with Mandarin-speaking stakeholders.

Responsibilities

• Build and maintain relationships with UHNW individuals and their businesses
• Provide bespoke investment advice and manage discretionary portfolios
• Liaise with private banks to optimize client solutions
• Establish and advise on Single Family Offices (SFOs) and Multi Family Offices (MFOs)
• Offer strategic planning for generational wealth transfer
• Deliver high-net-worth insurance solutions tailored to client needs
• Assist with trust structures, buy-sell agreements, and tax optimization strategies
• Implement asset ring-fencing and risk mitigation strategies
• Any other ad-hoc duties as assigned

Skills

Interpersonal communication

Results-driven

Mandarin proficiency

Education

Bachelor's degree in Finance, Business, Economics, Mathematics, or a related field

Job description

finexis advisory Pte Ltd is seeking a driven Management Associate Consultant to join its Private Wealth practice in Singapore. You will work with UHNW individuals, delivering bespoke wealth and investment solutions while developing technical and relationship-management skills for a long-term career in private wealth consultancy.

You will receive one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy work, designed to fast-track