Wealth Strategy Advisor – Client Wealth Management

About the role

We are seeking a Wealth Strategy Advisor to join our team and help high‑net‑worth clients design and implement comprehensive wealth management plans. You will work closely with clients to align investment, tax, and estate strategies with their long‑term financial goals.

Key responsibilities

• Develop tailored wealth management strategies that incorporate investments, tax considerations, and estate planning.
• Provide investment advice, asset‑allocation guidance, and risk‑management recommendations to protect and grow client wealth.
• Analyze client portfolios, identify optimization opportunities, and implement changes to improve performance.
• Support clients in achieving long‑term objectives such as retirement, legacy planning, and charitable giving.

Required profile

• Executive‑level professional with experience in wealth management or private banking.
• Strong client‑facing skills and ability to build trusted relationships.

Required skills

What we offer

• Competitive monthly salary ranging from SGD 4,000 to SGD 8,000.
• Opportunity to work islandwide in Singapore with a reputable financial institution.
• Professional development in wealth strategy and client advisory.