Private Wealth Associate Consultant — Mentored Growth

finexis advisory Pte Ltd; Singapore; Presencial; SGD 70 000 - 110 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Mentorship

Structured training program

Broad product shelf & network access

Client acquisition support

Networking events

Private banking exposure

Licence fee reimbursement

Clear career progression

Resumo da oferta

finexis advisory Pte Ltd seeks a driven Management Associate Consultant to work with UHNW individuals, delivering bespoke wealth and investment solutions while building the skills for a long-term career in private wealth consultancy.

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

Qualificações

• 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 and business partners from China.

Responsabilidades

• 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

Conhecimentos

Interpersonal skills

Client relationship building

Financial analysis

Communication skills

Mandarin (preferred)

Formação académica

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

Descrição da oferta de emprego

finexis advisory Pte Ltd seeks a driven Management Associate Consultant to work with UHNW individuals, delivering bespoke wealth and investment solutions while building the skills for a long-term career in private wealth consultancy.

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