Senior Wealth Management Advisor — High Net Worth Clients
TECH AALTO PTE. LTD.
Islandwide, Singapore
5+ years wealth management experience
Affluent and hnw client acquisition
Personalized investment advice delivery
The role focuses on originating and deepening relationships across affluent and high net worth segments to drive assets under management growth
Job Summary
The role focuses on originating and deepening relationships across affluent and high net worth segments to drive assets under management growth.
Candidates will provide tailored investment recommendations using institutional-grade platforms and model portfolios while acting as the primary relationship manager.
The position requires collaborating with investment, product, and marketing teams to optimize client targeting and onboarding workflows.
Matching Summary
Match Score: 75
The role focuses on originating and deepening relationships across affluent and high net worth segments to drive assets under management growth.
Skills & Requirements
Must-have
5+ years wealth management experience
Affluent and HNW client acquisition
Personalized investment advice delivery
Nice-to-have
Familiarity with digital advisory platforms
Enthusiasm for fintech startup environments
Experience with model portfolios
Key Requirements
5+ years in wealth management or investment advisory
Demonstrable success in client acquisition
Relevant licensing under local financial adviser regulations (e.g., MAS)