Private Wealth Strategy Associate Consultant

finexis advisory Pte Ltd; Singapore; On-site; SGD 50,000 - 90,000; Full time

Job summary

Finexis Advisory Pte Ltd in Singapore is seeking a driven Management Associate Consultant to join our Private Wealth practice. You'll work with UHNW individuals delivering bespoke wealth and investment solutions while developing skills for private wealth consultancy.

Mentorship, a structured training program, and exposure to both private banking and corporate consultancy are provided to fast-track growth into a senior consultant.

Qualifications

• 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.

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

Team collaboration

Mandarin language (spoken/written)

Education

Bachelor's degree in Finance/Business/Economics/Math

Job description

Finexis Advisory Pte Ltd in Singapore is seeking a driven Management Associate Consultant to join our Private Wealth practice. You'll work with UHNW individuals delivering bespoke wealth and investment solutions while developing skills for private wealth consultancy.

Mentorship, a structured training program, and exposure to both private banking and corporate consultancy are provided to fast-track growth into a senior consultant.