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Client Advisor, Private Wealth Management (Family Office)


REVE PARTNERS EXECUTIVE SEARCH PTE. LTD.
2 days ago
Posted date
2 days ago
N/A
Minimum level
N/A
Full-timeEmployment type
Full-time
FinanceJob category
Finance
Client Advisor - Southeast & North Asia
Multi-Family Office

Our client, a reputable and fast-growing regional Multi-Family Office, is seeking a driven and client-focused Relationship Manager to join their team. This is an exciting opportunity for experienced professionals from a premier or private banking background who are looking to transition into a more entrepreneurial and globally connected platform.

Key Responsibilities:
  • Leverage your existing network to onboard high-net-worth clients and continuously prospect for new relationships
  • Partner closely with the investment team to deliver tailored portfolio advisory aligned with clients' profiles and financial goals
  • Collaborate with colleagues across branches and business units to generate referrals and identify new opportunities
  • Ensure all client interactions and transactions comply with regulatory and internal compliance standards
  • Maintain the highest standards of professionalism and integrity in client servicing

Requirements:
  • A degree in Finance, Business, or a related discipline
  • Minimum of 7 years of experience in Private Banking or Wealth Management
  • Strong interpersonal and communication skills, with a proactive, client-centric mindset
  • Well-organized, detail-oriented, and able to manage multiple client priorities efficiently
  • Possess the relevant MAS certifications

If you are looking to make a meaningful step forward in your private wealth career, please send your resume to info@revepartners.sg for a confidential discussion.

Kindly note that only shortlisted candidates will be contacted.

EA License: 25S2716
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JOB SUMMARY
Client Advisor, Private Wealth Management (Family Office)
REVE PARTNERS EXECUTIVE SEARCH PTE. LTD.
Singapore
2 days ago
N/A
Full-time

Client Advisor, Private Wealth Management (Family Office)