Wealth Advisory Assistant

Selby Jennings; Singapore; On-site; SGD 70,000 - 120,000; Full time

Job summary

Selby Jennings is seeking a Client Advisory & Relationship Management professional to partner with senior advisors, manage onboarding, KYC/CDD, and regulatory documentation, and coordinate with internal and external teams to service high-net-worth clients. The role focuses on building durable client relationships and handling bespoke requests with precision.

The position entails strong client service orientation, excellent communication, and the ability to manage multiple priorities in a

Qualifications

• Bachelor's Degree with at least 3 years of relevant experience in private banking, wealth management, family office or investment management.
• Experience in private banking, wealth management, family office or investment management.
• Strong client service orientation with the ability to manage multiple priorities.
• Excellent communication and stakeholder management skills.
• Highly organised, detail-oriented, and able to operate independently.

Responsibilities

• Partner with senior advisors to support client objectives and ongoing service needs.
• Coordinate with external professional advisors and service providers on client-related matters.
• Build and maintain relationships with key client contacts and trusted advisors.
• Support the execution of bespoke client requests and special projects.
• Manage client onboarding and account opening processes.
• Prepare and review client documentation, subscription forms, agreements, and supporting materials.
• Maintain KYC/CDD records and assist with regulatory documentation requirements.
• Process client account-related requests, fund movements, and administrative activities.
• Coordinate with internal teams to resolve operational and account-related matters.
• Work closely with Operations, Compliance, Legal, Finance, and other internal teams to ensure seamless client servicing.
• Liaise with external counterparties and service providers where required.
• Maintain accurate client records and database information.
• Assist in preparing reports, presentation materials, and meeting packs for client discussions.
• Ensure strong data integrity and ongoing record maintenance.

Skills

Client service orientation

Communication skills

Stakeholder management

Organisational skills

Attention to detail

Independent working

Education

Bachelor's Degree

Job description

Client Advisory & Relationship Management

• Partner with senior advisors to support client objectives and ongoing service needs.


• Coordinate with external professional advisors and service providers on client-related matters.


• Build and maintain relationships with key client contacts and trusted advisors.


• Support the execution of bespoke client requests and special projects.

Client Operations

• Manage client onboarding and account opening processes.


• Prepare and review client documentation, subscription forms, agreements, and supporting materials.


• Maintain KYC/CDD records and assist with regulatory documentation requirements.


• Process client account-related requests, fund movements, and administrative activities.


• Coordinate with internal teams to resolve operational and account-related matters.

Stakeholder Management

• Work closely with Operations, Compliance, Legal, Finance, and other internal teams to ensure seamless client servicing.


• Liaise with external counterparties and service providers where required.

Reporting & Documentation

• Maintain accurate client records and database information.


• Assist in preparing reports, presentation materials, and meeting packs for client discussions.


• Ensure strong data integrity and ongoing record maintenance.

Key Responsibilities

Client Advisory & Relationship Management

• Partner with senior advisors to support client objectives and ongoing service needs.


• Coordinate with external professional advisors and service providers on client-related matters.


• Build and maintain relationships with key client contacts and trusted advisors.


• Support the execution of bespoke client requests and special projects.

Client Operations

• Manage client onboarding and account opening processes.


• Prepare and review client documentation, subscription forms, agreements, and supporting materials.


• Maintain KYC/CDD records and assist with regulatory documentation requirements.


• Process client account-related requests, fund movements, and administrative activities.


• Coordinate with internal teams to resolve operational and account-related matters.

Stakeholder Management

• Work closely with Operations, Compliance, Legal, Finance, and other internal teams to ensure seamless client servicing.


• Liaise with external counterparties and service providers where required.

Reporting & Documentation

• Maintain accurate client records and database information.


• Assist in preparing reports, presentation materials, and meeting packs for client discussions.


• Ensure strong data integrity and ongoing record maintenance.

Requirements

• Bachelor's Degree with at least 3 years of relevant experience in Private Banking, Wealth Management, Family Office, Investment Management, or a related financial services environment.


• Strong client service orientation with the ability to manage multiple priorities.


• Experience in client onboarding, account maintenance, KYC/CDD, or client operations processes.


• Excellent communication and stakeholder management skills.


• Highly organised, detail-oriented, and able to operate independently in a fast-paced environment.


• A genuine interest in working with sophisticated high-net-worth clients and supporting complex client needs.

This opportunity is ideal for candidates looking to move into a broader client advisory environment with exposure to wealth management, client operations, and strategic client servicing.