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Jobs in Singapore   »   Jobs in Singapore   »   Client Advisor - Multi-Family Office
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Client Advisor - Multi-Family Office

Michael Page International Pte Ltd

Michael Page International Pte Ltd company logo
  • Be part of the pioneer team in Southeast Asia
  • Great opportunity to lead strategy for the region

About Our Client

Our client is a multi-family office platform, dedicated to providing tailored wealth management solutions to high-net-worth individuals and families. Their commitment is to preserve and grow clients' wealth through comprehensive and bespoke financial strategies.

Job Description

  • Identify, target, and acquire new high-net-worth and ultra-high-net-worth clients to grow the firm's AUM.
  • Maintain and deepen relationships with existing clients by providing top-tier advisory services.
  • Utilise your extensive network to source new business opportunities and expand the firm's client base.
  • Provide comprehensive financial advice, including investment management, estate planning, tax optimisation and philanthropic planning.
  • Develop and implement tailored financial strategies to meet the unique needs and goals of each client.
  • Stay informed about market trends, investment products and regulatory changes to provide informed advice.
  • Work closely with the investment and support teams to ensure seamless service delivery and client satisfaction.
  • Ensure all client interactions and advisory practices comply with regulatory standards and firm policies.

The Successful Applicant

  • Minimum of 7-10 years of experience in wealth management, private banking or a related field.
  • Bachelor's degree in Finance, Business, Economics, or a related discipline.
  • Proven track record of building and maintaining relationships with high-net-worth and ultra-high-net-worth clients.
  • Exceptional communication and interpersonal skills.
  • Strong sales and negotiation abilities.
  • In-depth knowledge of financial markets, investment products, and wealth management solutions.
  • High level of integrity, professionalism and commitment to client service.

What's on Offer

  • Competitive salary and performance-based incentives.
  • Comprehensive benefits package.
  • Opportunities for professional development and career advancement.
  • A supportive and collaborative work environment.

Contact

Almas Alwani Binte (Lic No: R1871112 / EA no: 18S9099)

Quote job ref

JN-072024-6476124

Phone number

+65 6541 9971

Michael Page International Pte Ltd | Registration No. 199804751N

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