Private Wealth Associate Consultant - Fast-Track to Senior

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

Benefits offered by this job

Mentorship

Structured training

Client network and leads

Job summary

finexis advisory Pte Ltd seeks a driven Management Associate Consultant to join our Private Wealth practice, working closely with UHNW individuals to deliver bespoke wealth and investment solutions.

You will receive one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy, designed to fast-track your growth into a senior consultant.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, Mathematics or related field.
• Experience in management consultancy, banking, asset management or insurance is advantageous.
• Excellent interpersonal and communication skills.
• Mandarin proficiency preferred for 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 skills

Attention to detail

Independent work

Team collaboration

Mandarin beneficial

Education

Bachelor's degree in Finance, Business, Economics, Mathematics

Job description

finexis advisory Pte Ltd seeks a driven Management Associate Consultant to join our Private Wealth practice, working closely with UHNW individuals to deliver bespoke wealth and investment solutions.

You will receive one-to-one mentorship, a rigorous training curriculum, and exposure to both private banking and corporate consultancy, designed to fast-track your growth into a senior consultant.