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Client Advisor, Multi Family Office

Reve Partners Executive Search Pte Ltd Singapour
Mise en ligne il y a 22 jours CDI Attractive basic salary with competitive bonus

Client Advisor, Multi Family Office

Reve Partners Executive Search Pte Ltd Singapour
A
Mise en ligne par
Abigail Lee
Director, Private Wealth Management

Client Advisor – Southeast & North Asia

Multi-Family Office

Our client, a reputable regional Multi-Family Office, is seeking a driven and client-focused Relationship Manager to join their team. This is an exciting opportunity for experienced professionals from a premier or private banking background who are looking to transition into a more entrepreneurial and globally connected platform.

Key Responsibilities:

  1. Support senior advisors in managing and maintaining high net worth client relationships
  2. Leverage your existing network to onboard clients and continuously prospect for new relationships
  3. Partner closely with the investment team to deliver tailored portfolio advisory aligned with clients’ profiles and financial goals
  4. Collaborate with colleagues across branches and business units to generate referrals and identify new opportunities
  5. Ensure all client interactions and transactions comply with regulatory and internal compliance standards
  6. Maintain the highest standards of professionalism and integrity in client servicing

Requirements:

  1. A degree in Finance, Business, or a related discipline
  2. Minimum of 3 years of experience from the Premier or Private Banking space
  3. Strong interpersonal and communication skills, with a proactive, client-centric mindset
  4. Well-organized, detail-oriented, and able to manage multiple client priorities efficiently
  5. Possess the relevant MAS certifications

If you are looking to make a meaningful step forward in your private wealth career, please send your resume toinfo@revepartners.sg for a confidential discussion.

Kindly note that only shortlisted candidates will be contacted.

EA License: 25S2716

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