Client Advisor, External Wealth Manager / Multi Family Office
Job Description
To apply or find out more, contact
Leong Jia Wei
(Reg No: R25157456) on
+65 80358497
or email
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
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