To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)  

[email protected]

I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more.

https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D

(Entry–Mid Level | Fresh Graduates,Career Switchers, Sales Professionals)

NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings.

Overview

This position offers exposure to advanced wealth structuring, cross-border advisory, and family office solutions, making it suitable for individuals looking to deepen their expertise in UHNW wealth management.

Key Responsibilities

• Build and manage relationships with UHNW clients and their associated businesses
• Provide tailored investment advice and manage discretionary portfolios
• Collaborate with private banks and external partners to structure optimal client solutions
• Support the setup and advisory of Single Family Offices (SFOs) and Multi-Family Offices (MFOs)
• Advise on wealth transfer strategies for multi-generational planning
• Recommend high-value insurance solutions aligned with client needs
• Assist with trust structures, tax planning, and buy-sell agreements
• Implement asset protection and risk management strategies
• Handle additional tasks or projects as assigned

Requirements

• A bachelor’s degree in Finance, Business, Economics, Mathematics, or a related field
• Strong interpersonal and communication skills, with the ability to engage diverse stakeholders
• High attention to detail and accuracy in handling complex financial matters
• Ability to work independently while collaborating effectively within a team
• Prior experience in consulting, banking, asset management, trust services, insurance, or related fields is advantageous
• Proficiency in spoken and written Mandarin to support communication with Mandarin-speaking clients and partners

Role Scope & Exposure

This position offers exposure to advanced wealth structuring, cross-border advisory, and family office solutions, making it suitable for individuals looking to deepen their expertise in UHNW wealth management.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.