Save Job Back to Search Job Description Summary Similar JobsSupport coverage of UHNW clients focusing in Indonesia and PhilippinesJoin a growing multi-family office platform in AsiaAbout Our ClientOur client is a growing multi-family office, providing bespoke wealth management, investment advisory, succession planning and family governance solutions to ultra-high-net-worth families. The organisation adopts a client-centric and open-architecture approach, delivering customised solutions across investment management, private markets, estate planning and philanthropic initiatives.Job DescriptionSupport an individual senior client advisor in managing and developing relationships with ultra-high-net-worth clients and family officesCoordinate account opening, onboarding, KYC reviews and client documentation processesPrepare client meeting materials, portfolio reviews, investment presentations and follow-up actionsAct as a key contact for day-to-day client servicing enquiries and operational requestsLiaise with internal investment, compliance, operations and product specialists to ensure seamless execution of client transactionsMonitor client portfolios and assist with investment implementation, reporting and cash management requirementsIdentify opportunities to deepen client engagement and support business development activities across the Philippines and Indonesia marketsThe Successful ApplicantDegree qualified in Finance, Business, Economics or a related disciplineAt least 5 years of experience in private banking, wealth management, family office or financial advisory environmentsExperience supporting high-net-worth or ultra-high-net-worth clientsStrong understanding of wealth management products, investment solutions and client servicing processesFamiliarity with client onboarding, KYC and regulatory requirementsStrong interpersonal, organisational and stakeholder management skillsAbility to manage multiple priorities while maintaining high attention to detailProactive, client-focused and capable of working in a fast-paced environmentWhat's on OfferThe organisation promotes a collaborative environment, ongoing professional development, competitive remuneration, performance-based incentives and comprehensive employee benefits.ContactShiya Guan (Lic No: R1981877 / EA no: 18S9099)Quote job refJN-092026-7097877Phone number+65 6416 9859Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Financial ServicesLocationSingaporeContract TypePermanentConsultant nameShiya Guan (Lic No: R1981877 / EA no: 18S9099)Consultant contact+65 6416 9859Job ReferenceJN-092026-7097877Work from HomeWork from Home or Hybrid