Management Associate Consultant

Our client is a group of seasoned professional advisors who excel at handling complex cases of Ultra High Net Worth individuals and their businesses, specializing in bespoke investment portfolio solutions, Family Office, Tax planning, Insurance Solutions and Generational Wealth planning. We have a strong network of partners to support continued strong growth and provide a holistic suite of products and services to all our clients. The firm handles both onshore Singapore as well as offshore clients.

Role Description

• As a Private Wealth Advisor, you will be responsible for building and managing client relationships.
• Providing investment advice, crafting and managing client investment portfolios, Private Bank relations management, set up of Single Family Office and Multi Family Office in Singapore and providing insurance advisory.

Qualifications

• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Attention to detail and a high level of accuracy
• Ability to work independently and as a team
• Experience in the finance, wealth management, insurance industry is preferred
• Bachelor's degree in Finance, Business, or a related field