Senior Wealth Strategist for HNW Clients (Hybrid)

WHITE SOCIETY PTE. LTD.; Singapore; Hybrid; SGD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible & Hybrid Work Arrangements

Job summary

WHITE SOCIETY PTE. LTD. seeks a Premier Financial Strategist to serve as a trusted advisor for a portfolio of high-net-worth clients. You will develop sophisticated wealth strategies, not just sell products, and drive long-term client outcomes.

The role emphasizes strategic advisory, portfolio optimization, and complex estate planning with a hybrid work arrangement and strong earning potential.

Qualifications

• Diploma or Degree required.
• 3–5 years in financial consulting, wealth management, or related roles for experienced candidates.
• Strong network of high-net-worth clients is an advantage.

Responsibilities

• Strategic Client Advisory: provide holistic, independent financial advice on wealth accumulation, protection, retirement, and legacy planning.
• Portfolio Management & Review: construct and manage sophisticated investment portfolios; conduct data-driven reviews and adjust strategies.
• HNW & Legacy Planning: advise on succession, estate structuring, and trust solutions for affluent families.
• Business Development: expand client network through referrals and networking.

Skills

Portfolio management

Wealth advisory

Client networking

Education

Diploma or Degree

Job description

WHITE SOCIETY PTE. LTD. seeks a Premier Financial Strategist to serve as a trusted advisor for a portfolio of high-net-worth clients. You will develop sophisticated wealth strategies, not just sell products, and drive long-term client outcomes.

The role emphasizes strategic advisory, portfolio optimization, and complex estate planning with a hybrid work arrangement and strong earning potential.