Private Wealth Advisor

Responsibilities

• Develop and manage relationships with High-Net-Worth and Affluent clients
• Provide holistic wealth planning and advisory solutions across clients' protection, investment, retirement and legacy planning needs
• Identify opportunities to grow assets under management and deepen client relationships
• Work closely with clients to develop customised wealth strategies aligned to their financial objectives
• Conduct regular portfolio reviews and financial planning discussions
• Collaborate with internal specialists and external partners to deliver comprehensive wealth solutions
• Build and expand professional referral networks, including intermediaries, business owners and centres of influence
• Contribute to business development, client acquisition and revenue growth initiatives

Requirements

• Minimum 10 to 15 years of relevant experience within High-Net-Worth Wealth Management, Private Wealth Advisory, Insurance Advisory, Brokerage, Financial Advisory or Private Banking environments
• Proven track record serving High-Net-Worth and Affluent clients
• Strong understanding of wealth planning, investment solutions, insurance products and portfolio advisory
• Demonstrated business development and client acquisition capabilities
• Established professional network within the High-Net-Worth segment would be advantageous
• Strong communication, presentation and relationship management skills
• Entrepreneurial mindset with the ability to build and grow a personal client franchise
• Relevant industry certifications and regulatory qualifications required for client advisory activities
• Additional Information
• Singapore-based role
• Focus on High-Net-Worth and Affluent client coverage
• Opportunity to leverage a recognised brand and established platform
• Attractive variable compensation and performance-based incentive structure
• Strong support framework, product platform and client engagement resources
• Interested applicants may submit their updated resume via Glenn.Wong@RevUp-Consulting.com in strict confidence for consideration.
• We also welcome referrals of suitable candidates within your professional network.
• Glenn Wong 黄世豪
• Director, Financial Services
• RevUp Consulting
• EA Licence No.: 22S1193
• EA Registration No.: R11106685
• LinkedIn: www.linkedin.com/in/glennwongfsg/

Additional Information

Private Wealth Advisor High-Net-Worth Wealth Management | Singapore Our client is a leading financial services institution with a well-established High-Net-Worth and Affluent client franchise. As part of its continued growth within the wealth management segment, the firm is seeking an experienced Private Wealth Advisor to provide holistic wealth planning and advisory solutions to High-Net-Worth individuals, business owners and affluent families. This is a senior client-facing opportunity for an accomplished wealth management professional with a strong track record in relationship development, wealth advisory and business generation within the High-Net-Worth segment.

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