Private Wealth Advisor

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

Our client is a prominent financial services organisation with a strong presence in the High-Net-Worth and Affluent client market. As the company continues to expand its wealth management business, it is looking for an experienced Private Wealth Advisor to deliver comprehensive wealth planning and advisory services to High-Net-Worth individuals, entrepreneurs, and affluent families.

This is a senior relationship-driven role suited for an experienced wealth management professional with a proven background in client engagement, advisory services, and business growth within the High-Net-Worth segment.

Key Responsibilities

• Establish and manage long-term relationships with High-Net-Worth and Affluent clients.
• Provide integrated wealth planning and advisory solutions covering protection, investments, retirement planning, and legacy planning requirements.
• Identify opportunities to increase assets under management while strengthening existing client partnerships.
• Partner with clients to create personalised wealth strategies that align with their financial goals and aspirations.
• Conduct regular reviews of investment portfolios and engage clients in ongoing financial planning discussions.
• Work together with internal experts and external partners to deliver complete and tailored wealth solutions.
• Develop and strengthen professional networks through relationships with intermediaries, business owners, and key industry contacts.
• Support business expansion through client acquisition, relationship growth, and revenue development activities.

Requirements

• Minimum 10 to 15 years of relevant experience within High-Net-Worth Wealth Management, Private Wealth Advisory, Insurance Advisory, Brokerage, Financial Advisory or Private Banking environments
• Strong proven experience managing relationships with High-Net-Worth and Affluent clients
• In-depth knowledge of wealth planning strategies, investment products, insurance solutions, and portfolio advisory services
• Demonstrated ability in business development, relationship building, and client acquisition
• An established network within the High-Net-Worth segment will be an added advantage
• Excellent communication, presentation, and relationship management capabilities
• Entrepreneurial mindset with the ability to develop and grow a personal client portfolio
• Relevant industry certifications and regulatory qualifications required for client advisory activities

Additional Information

• Singapore-based role
• Focus on High-Net-Worth and Affluent client coverage
• Opportunity to leverage a recognised brand and established platform
• Attractive variable compensation and performance-based incentive structure
• Strong support framework, product platform and client engagement resources
  

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