Client Advisor - Multi Family Office
Summary
Client-facing wealth advisor in a multi-family office, managing high-net-worth client relationships and coordinating tailored portfolio advice for clients across Greater China from Singapore.
Client Advisor – Greater China (Based in Singapore)
Multi-Family Office
Our client, a prestigious 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:
- Support senior advisors in managing and maintaining high net worth client relationships
- Leverage your existing network to onboard 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 3 years of experience from the Premier or Private Banking space
- 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