Save Job Back to Search Job Description Summary Similar JobsDrive growth of discretionary portfolio solutions businessPartner advisors to deliver holistic wealth strategies for HNW clienteleAbout Our ClientOur client is a well-established financial services organisation with a strong presence across Asia and a long-standing reputation in wealth management, investment advisory, and capital markets services. With extensive access to investment expertise, advisory capabilities, and regional client networks, the firm provides comprehensive wealth solutions to affluent individuals, family offices, corporate investors, and institutional clients. The organisation continues to invest in expanding its advisory-led wealth platform, creating opportunities for experienced professionals to play a strategic role in growing client assets and strengthening long-term client relationships.Job DescriptionDevelop and grow the adoption of portfolio-based investment solutions across affluent, high-net-worth, family office, and corporate client segments.Build and maintain strong relationships with clients by understanding investment objectives and advising on appropriate solutions.Partner closely with relationship managers and advisory teams to enhance client engagement and portfolio penetration.Conduct investment presentations, client events, educational seminars, and portfolio reviews.Generate new business opportunities through networking, referrals, and proactive business development activities.Work alongside investment specialists and product teams to deliver integrated wealth management solutions.Contribute towards revenue growth, asset gathering objectives, and overall business expansion initiatives.The Successful ApplicantDegree in Finance, Economics, Business, or a related discipline.10+ years of experience within wealth management, private banking, asset management, investment advisory, or financial services.Demonstrated success in business development, client acquisition, and relationship management.Strong understanding of investment solutions, portfolio construction, asset allocation, and risk management principles.Proven ability to engage and influence affluent, high-net-worth, and sophisticated investors.Excellent presentation, stakeholder management, and consultative selling capabilities.Self-driven individual with a strong commercial mindset and ability to generate new business opportunities independently.Relevant industry certifications such as CMFAS, CFA, or equivalent qualifications will be advantageous.What's on OfferThis opportunity offers exposure to a growing wealth management platform with access to sophisticated investment solutions, senior stakeholders, and an established client ecosystem. Successful candidates will benefit from strong career progression opportunities, ongoing professional development, market-leading investment exposure, and the chance to make a meaningful impact on business growth. The role provides a collaborative environment that encourages entrepreneurial thinking, client engagement excellence, and continuous learning within a dynamic financial services setting.ContactYee Wee Khoo (Lic No: R23118233/ EA no: 18S9099)Quote job refJN-082026-7079218Phone number+65 8925 1212Job summaryFunctionBanking & Financial ServicesSpecialisationPrivate Banker / RM / Wealth ManagerWhat is your area of specialisation?Financial ServicesLocationInternationalContract TypePermanentConsultant nameYee Wee Khoo (Lic No: R23118233/ EA no: 18S9099)Consultant contact+65 8925 1212Job ReferenceJN-082026-7079218Work from HomeWork from Home or Hybrid
