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.
Description
- Develop 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.
Profile
- Degree 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.
Job Offer
This 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.
Michael Page International Pte Ltd (Company No. 199804751N) is acting as an Employment Agency in relation to this vacancy. To apply online please click the 'Apply' button. For a confidential discussion about this role please contact Yee Wee Khoo (Lic No: R23118233/ EA No.: 18S9099) on +6564169821.
Please Stay Alert to Potential Scams
We would like to remind you that eFinancialCareers is a job board and does not conduct hiring or ask for payment or any financial details as part of the job application process.
If you receive any suspicious messages claiming to be from us or a hiring company, we urge you not to click on any links and not to reply to the message itself.
Instead, please report the message to our support team at support@efinancialcareers.com.
It is advisable to always verify job offers directly with the hiring company.
Michael Page is a global recruitment partner connecting people and businesses with care, clarity, and expertise you can trust. With over 50 years of experience and a presence in more than 100 offices across 34 countries, we bring global reach and deep local knowledge.
We connect organisations with the talent that makes a difference, across markets, specialisms, and sectors worldwide. Our people blend market insights, data and advanced technology looking beyond the brief to deliver outcomes that last. With global reach and deep local knowledge, we deliver hiring that has impact, consistently and at scale.
We’re a people business – and that starts with our own culture. Our consultants are specialists, trusted for their market insight, expertise and commitment to long-term success. Recognised for our service quality, inclusive culture and responsible approach, we’re proud to work with people who come back to us time and again – throughout their careers.
