Client Advisor, External Wealth Manager / Multi Family Office

To apply or find out more, contact Leong Jia Wei (Reg No: R25157456) on WhatsApp +65 80358497 or email jiawei@placement.com.sg Overview This role is for a Client Advisor – Southeast & North Asia within a Multi-Family Office / External Wealth Manager. The position focuses on managing and growing relationships with high-net-worth clients, while delivering tailored portfolio advisory solutions. The role combines client acquisition, relationship management, and investment advisory, with a strong emphasis on compliance and collaboration within a Multi-Family Office / External Wealth Manager platform. It is suited for experienced professionals from Private Banking or Wealth Management seeking a more entrepreneurial environment with regional and global exposure. Key Responsibilities • Leverage your network to onboard high-net-worth clients and continuously develop new relationships • Work closely with the investment team to provide portfolio advisory aligned with client profiles and financial goals • Collaborate across branches and business units to generate referrals and identify business opportunities • Ensure all client interactions and transactions comply with regulatory and internal compliance standards • Maintain high standards of professionalism and integrity in client servicing Requirements • A degree in Finance, Business, or a related discipline • At least 5 years of experience in Private Banking or Wealth Management • Strong interpersonal and communication skills with a client-centric approach • Good organisational skills with attention to detail and ability to manage multiple clients • Relevant MAS certifications By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.