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Open nowPosted 8 days ago

Client Advisor, External Wealth Manager / Multi Family Office

MyCareersFuture94,028 open roles

Pay
SGD 10,000 – SGD 20,000 a Monthly
Where
Singapore
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Your applicationOpen nowClient Advisor, External Wealth Manager / Multi Family OfficeMyCareersFuture · Singapore
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  2. 3.3%3 days
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  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 8 days ago

The posting

To apply or find out more, contact

Leong Jia Wei

(Reg No: R25157456) on

WhatsApp

+65 80358497

or email

[email protected]

Overview

This role is for a Client Advisor – Southeast & North Asia within a Multi-Family Office / External Wealth Manager. The position focuses on managing and growing relationships with high-net-worth clients, while delivering tailored portfolio advisory solutions. The role combines client acquisition, relationship management, and investment advisory, with a strong emphasis on compliance and collaboration within a Multi-Family Office / External Wealth Manager platform.

It is suited for experienced professionals from Private Banking or Wealth Management seeking a more entrepreneurial environment with regional and global exposure.

Key Responsibilities

  • Leverage your network to onboard high-net-worth clients and continuously develop new relationships
  • Work closely with the investment team to provide portfolio advisory aligned with client profiles and financial goals
  • Collaborate across branches and business units to generate referrals and identify business opportunities
  • Ensure all client interactions and transactions comply with regulatory and internal compliance standards
  • Maintain high standards of professionalism and integrity in client servicing

Requirements

  • A degree in Finance, Business, or a related discipline
  • At least 5 years of experience in Private Banking or Wealth Management
  • Strong interpersonal and communication skills with a client-centric approach
  • Good organisational skills with attention to detail and ability to manage multiple clients
  • Relevant MAS certifications

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.

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