Private Wealth Advisor (HNW / UHNW Clients)

(Client Advisory | Insurance & Wealth Planning | Relationship Management)

Our client is a leading financial institution with a strong and growing High Net Worth platform. They are expanding their advisory team to further strengthen client coverage across HNW and UHNW segments.

The Role

As a Private Wealth Advisor, you will be responsible for managing and growing relationships with HNW clients while delivering tailored insurance and wealth planning solutions.

Key responsibilities include:

• Advise clients on insurance, legacy planning, and wealth solutions
• Build and maintain long-term HNW client relationships
• Drive new business and referral opportunities
• Partner with internal teams and external stakeholders to deliver holistic solutions
• Ensure full compliance with regulatory requirements
• You will play a key role in driving both client outcomes and business growth.

Requirements

• 10+ years in HNW insurance advisory / wealth advisory
• Strong track record in client acquisition and revenue generation
• Deep knowledge of wealth planning, insurance solutions, and succession planning
• CMFAS certifications preferred

Why Apply

• Access to strong HNW client base and platform
• Opportunity to build a sustainable advisory book
• Supportive environment with strong product and platform capabilities

Interested Applicants

Please reach out directly with your updated CV to:

📧 [email protected]

Referrals are most welcome. If this role is not suitable, feel free to share it within your network.

Glenn Wong

Director, Financial Services

RevUp Consulting (EA License: 22S1193)

EA Reg No: R11106685