About Us
We are a Singapore-headquartered private wealth management and business advisory firm. We partner with ultra-high-net-worth individuals, family offices, and business owners to provide bespoke strategic advisory, cross-border wealth structuring, and investment solutions. Leveraging Singapore’s position as a global financial hub, we are committed to delivering independent, discreet, and compliant advice to our clients.
Role Overview
We are seeking a motivated Wealth Management Associate to support our senior advisors in delivering holistic wealth solutions. This is an excellent opportunity for a detail-oriented professional with a strong compliance mindset to gain exposure to complex wealth structures and high-touch client relationships.
You will play a critical role in ensuring that all client interactions and documentation adhere to regulatory standards while supporting the growth of the advisory practice.
Key Responsibilities
- Client Support & Advisory Assistance: Collaborate with senior relationship managers to prepare tailored wealth management proposals and investment updates for private clients.
- Portfolio & Research Analysis: Conduct market research and prepare concise reports on investment products, cross-border structuring trends, and business advisory opportunities.
- Compliance & Documentation: Ensure all client onboarding, KYC/AML checks, and transaction documentation strictly adhere to MAS regulations and internal risk frameworks.
- Relationship Management: Serve as a responsive point of contact for client inquiries, coordinating with internal teams (legal, compliance, operations) to resolve issues efficiently.
- Business Development Support: Assist in the preparation of pitch books and marketing materials for prospective family office and corporate clients.
Requirements
- Education: Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Experience: 0–3 years of experience in private banking, wealth management, asset management, or financial advisory. Fresh graduates with relevant internships are welcome to apply.
- Knowledge: Foundational understanding of wealth management products (funds, structured products, insurance) and Singapore’s regulatory landscape (MAS guidelines, AML/CFT requirements).
- Skills: Strong analytical and numerical skills; proficiency in Excel and PowerPoint; excellent written and verbal communication skills in English.
- Attributes: High level of integrity, discretion, and attention to detail. Ability to work collaboratively in a boutique, fast-paced environment.
What We Offer
- Direct mentorship from senior advisors with extensive experience in private wealth and family office advisory.
- Exposure to complex, cross-border wealth structuring and business advisory projects.
- A collaborative and professional work environment that values integrity and long-term client relationships.
- Competitive salary and performance-based bonus structure.
Pay: $3,000.00 - $5,000.00 per month
Benefits:
- Additional leave
- Dental insurance
- Flexible schedule
- Health insurance
- Vision insurance
Work Location: Hybrid remote in Sengkang