Private Wealth Advisor
15000 - 18000 SGDFull-time
PLACEMENT PROFESSIONALS
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
View email address on mycareersfuture.gov.sg
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
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
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Private Wealth Advisor in Singapore vacancy
14000 - 20000 SGD
...Provide expert advice on a wide range of private banking products and services, including:... ...investments, and structured products. ○ Wealth Planning: Estate planning, succession planning... ..., direction and coaching to the Client Advisor to achieve the agreed business and financial...4000 - 8000 SGD
...Advise clients on wealth management and growth strategies: - Provide expert advice on investment opportunities and risk management - Help clients achieve their financial goals, such as retirement planning or wealth transfer - Offer guidance on tax-efficient investment...4500 - 5500 SGD
...their potential. Through IQ-EQ Launchpad we support women managers launching their first fund, in an environment where only 15% of all private equity and venture capital firms are gender balanced. We’re committed to growing relationships with our clients and supporting...5000 - 10000 SGD
...Associate - Private Wealth Management Key Responsibilities 1. Investment Sales Support & Client Service Act as the primary point of contact for client inquiries regarding investment products, market updates and portfolio status. Support the RM in preparing pitch...13000 - 15000 SGD
...fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued. When you join Sun Life Private Wealth Our Sun Life Private Wealth Finance organization is a trusted strategic partner to the business, enabling performance through...4000 - 10000 SGD
...Manage client wealth holistically: - Take a comprehensive approach to managing client wealth and investments - Consider all aspects of client financial situation and goals - Provide integrated solutions for wealth management and planning Develop long-term financial...4000 - 8000 SGD
...Develop wealth management strategies for clients: - Create tailored wealth management plans aligned with client goals - Consider all aspects of client wealth, including investments, taxes, and estate planning - Collaborate with clients to set and achieve wealth objectives...6000 - 9000 SGD
...looking for ambitious, driven individuals who are ready to break free from the ordinary and build an extraordinary career as a Wealth Strategy Advisor. This Role Is Designed For People Who Want a Change This position is perfect for: Professionals trapped in...10000 - 13000 SGD
...Range I included is an average approximate based on past teammates’ earnings. Overview This role is for a Director within Private Wealth Management, focusing on client acquisition and investment advisory for high-net-worth individuals. You will be responsible for...4000 - 6000 SGD
...Job Summary You will advise individuals and families on insurance protection and wealth planning, delivering tailored solutions for life insurance, health coverage, savings, and investment-linked plans. You will build and sustain long-term client relationships through regular...8000 - 15000 SGD
...The client is a well-established insurance broker firm that partners with the private banks to provide wealth preservation solutions to private banking clients. Job Responsibilities Prospect new business through sales and marketing activities & identify cross selling...7000 - 11000 SGD
...regulated by the Monetary Authority of Singapore. We advise ultra-high-net-worth families, trusts, foundations, and private investors across investments, wealth holding, and succession. Our team of approximately 35 professionals covers asset allocation and investment...4000 - 5000 SGD
...are partnering with an established international financial services organisation to hire a Business Support Executive within its Private Wealth business. This role will work closely with the Business Development team, providing end-to-end sales and business support,...10000 - 11000 SGD
...fostering an inclusive environment where wellbeing, collaboration, and accountability are equally valued. When you join Sun Life Private Wealth Reporting to the Head of Analytics and Business Enablement, Private Wealth, the Data Modeler, Private Wealth Data & Analytics...- ...Summary and Overview Associate Director, Private Wealth Singapore Permanent Full Time Competitive Salary & Benefits About... ...is a senior leadership position where you will act as a trusted advisor to clients and intermediaries, oversee sophisticated trust and...
10000 - 17000 SGD
.... Support team members with other project activities. ABOUT YOU ~ Degree holder. ~10 + years of experience in the Private Banking and Wealth Management. ~ Knowledge of Business Integration / Migration / TOM projects within Private Banking. ~ Knowledge of portfolio...- ...Summary and Overview Assistant Manager, Private Wealth Singapore Permanent Full Time Competitive Salary & Benefits Take... ...obligations and internal policies Liaise with banks, auditors, advisors and other professional service providers Support billing,...
- ...platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the... ...been a better time to join us. Private Wealth Marketing Manager We are... ...leadership initiatives to position the firm and advisors as trusted voices in private wealth...
- ...rewards that will take you further. We are currently seeking a high-calibre professional to join our team as a Vice President, Wealth and Private Banking Operations. In this role, you will: Manage end-to-end Wealth & Private Banking operations, ensuring accurate...
4000 - 6500 SGD
...management, with special focus on the needs of client’s financial or wealth management target. The cross referral case as a contact window... ...from a recognized university. ~1-4 years of experience in private banking. ~ Good communication and organization skills, with the...3000 - 8000 SGD
...Join WealthAsia as a Wealth Investment Advisor and help clients achieve their financial goals through personalised investment and wealth planning. We are looking for driven individuals who want a high-income career in financial advisory with full training and licensing...7000 - 8500 SGD
...Position: Trust Manager – Private Wealth & Fiduciary Services Location: Shenton Way Working Days: Monday to Friday Working Hours: 8.00AM to 5.00PM / 8.30AM to 5.30PM / 9.00AM to 6.00PM / 9.30AM to 6.30PM Salary: Up to $8,500 Basic + Performance Bonus Benefits...- ...A dual leadership role combining private-client coverage, portfolio management and regulated business oversight Armour Asset Management... ...Armour is seeking a senior private banker, relationship manager or wealth-management professional who also possesses substantial portfolio-...
- ...Summary and Overview Associate, Private Wealth Singapore Permanent Full Time Competitive Salary & Benefits Advance Your Career in Trust & Fiduciary Services We are looking for a proactive and detail-oriented Associate, Private Wealthto join our growing...
10000 - 15000 SGD
...job. This position offers an opportunity to drive business development and portfolio management for a select client base within the Private Banking space. Cultivate and expand a portfolio of high-net-worth clients by identifying new prospects and delivering tailored...6000 SGD
...average approximate based on past teammates’ earnings. Overview of the Position This role involves delivering a full range of private wealth banking and financial solutions to both local and cross-border clients. You will advise clients on products such as mortgages,...5000 - 15000 SGD
...offer • Advise on tailor-made solutions to meet clients’ requirements and collaborate with the estate planning unit in the creation of wealth planning solutions Experience/Requirements: • Minimum 1 year of experience in wealth management or insurance sales • An...- ...investment and trading platform—we’re a fast-growing force in the wealth-tech space, committed to transforming the way people invest.... ...never been a better time to join us. Relationship Manger, Private Wealth Responsibilities Achieve personal KPIs related to...
10000 - 20000 SGD
...sg 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... ...is suited for experienced professionals from Private Banking or Wealth Management seeking a more entrepreneurial...15000 - 18000 SGD
...Executive Director - Relationship Manager – Private Banking (HNW & UHNW) Industry: Private Banking, Wealth Management, Financial Services Location: Singapore, On-site (CBD) About the role: • Serve as the primary point of contact for High Net Worth and Ultra High...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Advisor. Be the first to apply!
