Client Advisor, External Wealth Manager / Multi Family Office

To apply or find out more, contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80358497 or email jiawei@placement.com.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 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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