Private Wealth Consultant: Build Legacies & Prosperity

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

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.