UHNW Family Office Client Services Lead

GOLDEN EQUATOR CAPITAL PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Senior Associate for Client Services to deepen relationships with family office and ultra-high net worth clients. You will support Family Office Advisors, manage client communications, and prepare investment recommendations. Ideal candidates have 3–6 years in wealth management with advanced skills in data management and Microsoft Office. This role requires professionalism and a strong desire to learn. Growth opportunities are available in a dynamic environment.

Qualifications

• 3–6 years of experience in wealth management or similar roles.
• Experience managing relationships with UHNW or family office clients.
• Ability to work under pressure and handle complex issues.

Responsibilities

• Manage client relationships to ensure high service standards.
• Support Family Office Advisors in strategy and client management.
• Prepare tailored client proposals and recommendations.

Skills

Client relationship management

Leadership

Data management

Research and analytical skills

Communication

Education

Bachelor’s or Master’s degree in Finance or Economics

Tools

Microsoft Office Suite

Job description

A leading financial services firm in Singapore is seeking a Senior Associate for Client Services to deepen relationships with family office and ultra-high net worth clients. You will support Family Office Advisors, manage client communications, and prepare investment recommendations. Ideal candidates have 3–6 years in wealth management with advanced skills in data management and Microsoft Office. This role requires professionalism and a strong desire to learn. Growth opportunities are available in a dynamic environment.