Private Wealth Advisor (HNW / UHNW Clients)

About 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:
• 📧 Glenn.Wong@RevUp-Consulting.com
• 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

Additional Information

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at REVUP CONSULTING PTE. LTD.? Share your experience