Senior Wealth Management Advisor — High Net Worth Clients

Tech Aalto Pte ltd; Singapore; On-site; SGD 120,000 - 190,000; Full time

Job summary

Tech Aalto Pte ltd in Singapore is seeking a Senior Wealth Management Advisor to originate and deepen relationships with affluent and HNW clients, delivering personalised investment advice through a digital platform. You will build a personal pipeline, expand assets under management, and collaborate with product, investment, and marketing teams to tailor proposals and onboarding.

Strong communication and a track record in client acquisition are essential.

Qualifications

• 5+ years’ experience in wealth management or investment advisory serving affluent and/or HNW clients.
• Proven success in client acquisition and increasing share of client assets through consultative advisory.
• Strong interpersonal and presentation skills with the ability to build trust and credibility with sophisticated investors.
• Self‑driven, results oriented, and comfortable operating in a fast‑paced, high‑growth environment.

Responsibilities

• Develop and maintain a personal pipeline of affluent and accredited prospects via referrals, partnerships, and proactive business development.
• Acquire new clients and expand assets under management by articulating the firm’s investment proposition clearly and credibly.
• Provide tailored investment recommendations and portfolio solutions drawing on model portfolios, thematic strategies, and bespoke options.
• Act as primary relationship manager and trusted point of contact for clients on advisory and investment matters.
• Collaborate with investment, product, and marketing teams to optimise client targeting, campaigns, and onboarding workflows.
• Prepare client proposals, portfolio diagnostics, and implementation plans aligned to client objectives.
• Monitor market developments, portfolio strategy updates, and regulatory changes to ensure relevant, compliant advice.

Skills

Wealth management

Client acquisition

Relationship management

Presentation skills

Fast-paced

Tools

Digital advisory platforms

Job description

Senior Wealth Management Advisor — High Net Worth Clients

Senior Wealth Management Advisor — High Net Worth Clients We are looking for Senior Wealth Management Advisor for our client. Our client is a leading, fast‑growing digital wealth platform in Asia‑Pacific, managing significant client assets and focused on transforming how people build long‑term wealth through holistic, digitally enabled advice.

The Senior Wealth Advisor will focus on originating and deepening relationships across affluent and HNW segments (professionals, business owners, accredited investors), driving AUM growth, and delivering personalised investment advice using our client’s institutional‑grade platform and model portfolios.

Key responsibilities

• Develop and maintain a personal pipeline of affluent and accredited prospects via referrals, partnerships, and proactive business development.
• Acquire new clients and expand assets under management by articulating the firm’s investment proposition clearly and credibly.
• Provide tailored investment recommendations and portfolio solutions drawing on model portfolios, thematic strategies, and bespoke options.
• Act as primary relationship manager and trusted point of contact for clients on advisory and investment matters.
• Collaborate with investment, product, and marketing teams to optimise client targeting, campaigns, and onboarding workflows.
• Prepare client proposals, portfolio diagnostics, and implementation plans aligned to client objectives.
• Monitor market developments, portfolio strategy updates, and regulatory changes to ensure relevant, compliant advice.

Minimum qualifications

• 5+ years’ experience in wealth management, investment advisory, or client‑facing sales serving affluent and/or HNW clients.
• Demonstrable success in client acquisition and increasing share of client assets through consultative advisory.
• Strong interpersonal and presentation skills with the ability to build trust and credibility with sophisticated investors.
• Self‑driven, results oriented, and comfortable operating in a fast‑paced, high‑growth environment.

Preferred

• Familiarity with digital advisory platforms and enthusiasm for fintech/start‑up environments.
• Relevant licensing or eligibility under local financial adviser regulations (e.g., MAS) is advantageous.