Private Wealth Consultant

Advisors Clique Collective; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

Advisors Clique Collective in Singapore is seeking a Private Wealth Consultant to join the advisory team on-site. You will develop personalized financial plans, prepare investment and legacy proposals, and support client review meetings.

You will conduct market research, analyze clients’ financial situations, and collaborate with senior consultants to tailor recommendations while maintaining compliant documentation and rigorous records.

Responsibilities

• Develop personalized financial plans for professionals, affluent individuals, and business clients.
• Prepare investment and legacy proposals for review meetings with clients.
• Support client review meetings with data-driven insights and tailored recommendations.
• Conduct market and product research to inform advisory strategies.
• Analyze clients’ financial situations to identify opportunities and risks.
• Collaborate with senior consultants to understand client needs and desired outcomes.
• Maintain accurate documentation and compliance-related records.

Job description

Company Description

Advisors Clique Collective (ACC) is a premier group of financial consultants representing Great Eastern Financial Advisers Pte Ltd, dedicated to building legacies with purpose. ACC is a values-driven collective that emphasizes clarity, courage, and conviction in every step of the financial planning journey. The group focuses on raising the standard of advisory practice through forward-thinking leadership, integrity, collaboration, and continuous growth. ACC is committed to delivering tailored, high-quality financial solutions for clients while fostering a supportive and empowering environment for associates. Grounded in traditional values such as trust, respect, and humility, ACC operates with a core principle of always acting in the best interest of those they serve.

Role Description

The Private Wealth Consultant will be part of the advisory team in providing financial guidance to professionals, affluent families, and businesses. This role is on-site, where the consultant will assist in developing personalized financial plans, preparing investment and legacy proposals, and supporting client review meetings. Day-to-day tasks include conducting market and product research, analyzing clients’ financial situations, and preparing presentations and reports. The consultant will also collaborate with senior consultants to understand client needs, participate in internal training sessions, and help maintain accurate documentation and compliance-related records. This role offers exposure to professional wealth consulting practices and the opportunity to learn within a values-driven, collaborative environment.