Introduction
We are supporting a leading global wealth management platform in Singapore in the search for an experienced Client Advisor. This role is suited for a seasoned private banker or relationship manager who is passionate about delivering high-quality client experiences, growing long-term relationships, and managing risk within a highly regulated environment.
About the Role
The Client Advisor will be part of a Global Wealth Management team based in Singapore, responsible for managing, preserving, and growing client wealth. The role focuses on advisory-led relationship management, working closely with internal investment specialists to provide holistic solutions to high-net-worth clients and intermediaries. You will also play a key role in developing and expanding your own client book with clear, measurable outcomes.
Responsibilities
- Build, develop, and grow long-term client relationships, including collaboration with financial intermediaries such as external asset managers
- Act as a trusted advisor, delivering tailored wealth management solutions in partnership with internal investment and advisory teams
- Develop and execute a structured plan to grow the client book, with clear asset and revenue targets
- Maintain accurate and up-to-date client records, including investor profiles and suitability documentation
- Take a strategic, portfolio-level view of client investments and actively monitor portfolio quality and risk
- Ensure full compliance with all regulatory requirements, internal policies, and risk management standards
Requirements
- Proven experience in private banking, relationship management, asset gathering, or investment advisory, ideally 5+ years in a client-facing role
- Strong understanding of the Singapore regulatory framework
- Solid knowledge of Asia-Pacific financial markets and relevant regulations
- Demonstrated ability to build and maintain strong client networks with an entrepreneurial mindset
- Resilient, collaborative team player with a strong service orientation
- Comfortable leveraging digital tools and technology in client servicing
- Excellent communication skills in English; additional languages such as Mandarin or Cantonese are an advantage
Why Apply
- Opportunity to join a well-established global wealth management platform with a strong regional presence
- Exposure to a broad range of sophisticated clients and advisory-led investment solutions
- Strong emphasis on professional development, continuous learning, and long-term career growth
- Inclusive environment that values collaboration, diversity, and career returners
- A role with meaningful impact, combining client advisory, portfolio oversight, and business development