Private Wealth Adviser

We are currently partnering with a growing financial advisory platform in Singapore that is looking to expand its client advisory team.

This opportunity would be suitable for individuals with experience in:

• Financial advisory

• Insurance and wealth planning

• Relationship management

• Private banking or affluent client coverage

• HNW/UHNW client advisory

The role offers the opportunity to:

• Advise affluent and high-net-worth clients on wealth protection and financial planning solutions.

• Work closely with established referral channels and strategic partners.

• Build and deepen client relationships while providing holistic advisory services.

• Collaborate within a professional and entrepreneurial environment.

• Gain exposure to sophisticated client segments and broaden your advisory capabilities.

Requirements:

✔ Minimum 5 years of relevant financial services experience.

✔ Relevant CMFAS qualifications.

✔ Strong relationship management and communication skills.

✔ Client-centric mindset with an interest in wealth advisory.

Interested candidates may apply through the application system or send it to [Confidential Information]. Shortlisted candidates will be notified.

Morgan McKinley Pte Ltd

Su Ling Lew

EA Licence No: 11C5502

EA Registration No. R22104315