Remote AI-Driven Wealth Advisor for UHNW Clients

Mercor; Singapore; Remote; SGD 60,000 - 80,000; Full time

Job summary

A wealth advisory group in Singapore is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients through personalized financial planning. You will provide exceptional service while implementing investment strategies tailored to individual client goals. The role offers flexible hours and a chance to work remotely with a global team dedicated to transforming wealth management through innovative solutions.

Benefits

Flexible working hours

Remote work

Access to cutting-edge portfolio tools

Qualifications

• 5 years of experience in wealth management, private banking, or RIA environments.
• Proven track record managing $20M in client assets.
• Strong interpersonal and relationship-building skills with a client-first mindset.

Responsibilities

• Manage and deepen relationships with HNW and UHNW clients.
• Develop and implement holistic financial and investment plans.
• Conduct asset allocation portfolio reviews and performance evaluations.

Skills

Wealth management expertise

Client communication

Relationship building

Education

CFP, CFA, CPA, or MBA preferred

Tools

Financial planning software

CRM systems

Investment platforms

Job description

A wealth advisory group in Singapore is seeking an experienced Wealth Advisor to manage relationships with high-net-worth clients through personalized financial planning. You will provide exceptional service while implementing investment strategies tailored to individual client goals. The role offers flexible hours and a chance to work remotely with a global team dedicated to transforming wealth management through innovative solutions.