Client Advisor, External Wealth Manager / Multi Family Office
PLACEMENT PROFESSIONALS
Singapore, Singapore
High-net-worth client acquisition
Portfolio advisory solutions
Private banking experience
This role focuses on managing and growing relationships with high-net-worth clients while delivering tailored portfolio advisory solutions
Job Summary
This role focuses on managing and growing relationships with high-net-worth clients while delivering tailored portfolio advisory solutions.
The position combines client acquisition, relationship management, and investment advisory with a strong emphasis on compliance and collaboration.
It is suited for experienced professionals from Private Banking or Wealth Management seeking a more entrepreneurial environment with regional and global exposure.
Matching Summary
Match Score: 75
This role focuses on managing and growing relationships with high-net-worth clients while delivering tailored portfolio advisory solutions.
Skills & Requirements
Must-have
High-net-worth client acquisition
Portfolio advisory solutions
Private banking experience
Regulatory compliance standards
Regional business development
Nice-to-have
Entrepreneurial mindset
Global exposure experience
Strong interpersonal communication
Cross-branch collaboration skills
Key Requirements
5+ years in Private Banking or Wealth Management
Degree in Finance, Business, or related discipline