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Senior Client Adviser (Associate Director) - Wealth Management

Michael Page
Singapore, Singapore
Closing date
Dec 9, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Our Client
Our client is a leading international wealth firm with offices in the US and Asia. They provide investment management, discretionary asset management, strategic tax preparation and estate management services. They are currently looking for a Senior Client Adviser to be based in Singapore.

The role will be responsible for increasing the revenue size in the region through discretionary/financial planning clients.

Job Description
  • Build relationships with clients and facilitate the onboarding process.
  • Expand service offerings to existing clients.
  • Actively engage with clients and with their tax and legal advisers.
  • Contribute to the firm's revenue growth by cultivating relationships with clients and prospects.
  • Participate in the firm's marketing initiatives.
  • Create and present comprehensive financial plans and personal financial analyses.
  • Collaborate with the portfolio management team to craft proposals for prospects and clients, contributing to the growth of the firm's assets under management.
  • Collaborate with advisers and clients to understand the full spectrum of the Company's services, including investments, financial planning, tax, and investments.
  • Oversee the work carried out by wealth associates and other support team members.

The Successful Applicant
  • Minimum of 5 years of experience as a wealth management adviser with expertise in client relationship management.
  • SFC/HMKA licensing is required, and candidates with additional licenses or experience in other markets are preferred.
  • Demonstrated passion for advising clients, possessing strong relationship management skills to connect with and provide lasting guidance to a diverse clientele.
  • Proven ability to contribute to winning and retaining client business.
  • Technical proficiency across various areas relevant to private client financial planning and investment advice, with the capability to articulate complex concepts to clients.
  • Exceptional written and verbal communication skills, including the creation of firm materials, and the ability to convey ideas and proposals effectively to sophisticated clients.
  • A team player capable of collaborating with other client advisers and senior management, particularly in supporting the firm's largest and most complex clients.
  • Entrepreneurial spirit, coupled with energy and enthusiasm to contribute to the company's growth.
  • A clean U4 record, ability to provide references, and willingness to undergo a background and credit check.

What's on Offer
Our client is looking for a Senior Client Adviser who will be responsible for building new clientele and expanding service offerings with existing clients, hence increasing the revenue for the company. Candidates who are passionate about the wealth management space and are looking to join a leading, growing wealth management firm, this could be a good fit.

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