Private Wealth Associate Consultant — Mentored Growth

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

Job summary

Finexis Advisory Pte Ltd seeks a driven Management Associate Consultant to work with UHNW individuals, delivering bespoke wealth and investment solutions while developing the skills needed for a long-term private wealth consultancy career.

The role provides one-to-one mentorship, a rigorous training curriculum, and direct exposure to both private banking and corporate consultancy, designed to fast-track your growth into a senior consultant.

Qualifications

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

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

Mandarin language

Education

Bachelor's degree in Finance

Bachelor's degree in Business

Bachelor's degree in Economics

Bachelor's degree in Mathematics

Job description

Finexis Advisory Pte Ltd seeks a driven Management Associate Consultant to work with UHNW individuals, delivering bespoke wealth and investment solutions while developing the skills needed for a long-term private wealth consultancy career.

The role provides one-to-one mentorship, a rigorous training curriculum, and direct exposure to both private banking and corporate consultancy, designed to fast-track your growth into a senior consultant.