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Client Advisor

4500 - 5500 SGD
Temporary

MICHAEL PAGE (PERSONNEL) PTE. LTD.

  • High-Growth Environment with Strong Deal Flow
  • Entrepreneurial Platform with Strong Institutional Backing

About Our Client

Our client is an established and expanding asset management platform with a strong presence across Asia-Pacific. The firm serves institutional investors alongside HNW and UHNW individuals.

The organisation is known for its integrated approach to wealth management, combining investment advisory, portfolio construction, and long-term wealth structuring. Backed by a broader investment group, it benefits from deep market expertise and a collaborative ecosystem of specialists across investments, tax, legal, and estate planning.

Job Description

  • Drive new client acquisition through networks, referrals, and strategic outreach
  • Build and manage long-term relationships with HNW and UHNW clients
  • Deliver holistic wealth advisory spanning investments and structuring
  • Advise on portfolio strategy, asset allocation, and investment solutions
  • Partner with specialists to develop bespoke estate and succession plans
  • Maintain regulatory compliance and oversee on-boarding processes
  • Contribute to business growth and mentor junior colleagues

The Successful Applicant

  • Proven experience in private banking, wealth management, or family office environments
  • Strong track record in client acquisition and growing assets under management
  • Solid understanding of investments and wealth structuring principles
  • Ability to lead client discussions and coordinate multi-disciplinary advisor
  • Familiarity with regulatory frameworks including KYC and AML requirements
  • Degree in finance, economics, law, or related discipline; relevant certifications are advantageous (e.g. CFA, CFP, CAIA, TEP, or equivalent)

What's on Offer

This role offers the opportunity to join a high-growth wealth platform with a strong regional footprint and entrepreneurial culture. You will benefit from access to sophisticated clients, a collaborative team of specialists, and the autonomy to build your own portfolio. The firm promotes long-term career development through exposure to complex mandates, continuous learning, and a performance-driven environment with strong internal support systems.

Contact

Jorge Suasin (Lic No: R26159575/ EA no: 18C9065)

Quote job ref

JN-062026-7044454

Phone number

View phone number on mycareersfuture.gov.sg

Michael Page (Personnel) Pte Ltd | Registration No.201736642C

Vacancy posted 7 days ago
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