Private Wealth Manager
2 weeks ago
Job Description:
Our client is a privately held Single-Family Office that provides comprehensive wealth management and advisory services to preserve and grow generational wealth. The Private Wealth Manager will serve as a trusted advisor to family members, overseeing all aspects of their financial wellbeing. This includes managing investment portfolios, facilitating estate and tax planning strategies, coordinating with legal and tax advisors, and ensuring seamless execution of the family's financial vision.
- Follow us on LinkedIn for more job opportunities (below link): https://www.linkedin.com/company/kairosglobalsearch/?viewAsMember=true
Key Responsibilities:
- Manage and monitor multi-asset class investment portfolios in alignment with family goals and risk profiles.
- Perform asset allocation analysis and work with internal or external investment managers.
- Provide strategic insights on public and private market opportunities, alternative investments, and impact investing.
- Serve as the primary point of contact for all financial matters related to family members.
- Maintain an in-depth understanding of each individual's financial preferences, objectives, and life stage needs.
- Communicate regularly through reviews, updates, and bespoke financial planning sessions.
- Coordinate estate planning, tax optimization, succession planning, and trust structures in collaboration with legal and tax advisors.
- Ensure compliance with regulatory requirements and reporting obligations across jurisdictions.
- Support philanthropy and charitable giving efforts, including foundation management if applicable.
- Oversee financial reporting, cash flow planning, budgeting, and performance analysis.
- Monitor family office operations, including bill payment, insurance, property, and lifestyle assets.
- Contribute to or lead family governance initiatives, including education of next-generation members.
Requirements:
- Bachelor's degree in Finance, Economics, Business or related field; CFA, CFP, CPA, or MBA preferred.
- At least 7 years of experience in private wealth management, family office, or private banking.
- Proven track record of managing UHNW client relationships with a holistic advisory approach.
- Strong investment acumen and understanding of trust, estate, and tax planning.
- High degree of discretion, integrity, and cultural sensitivity.
- Exceptional interpersonal, analytical, and organizational skills.
EA Licence No: 23S1615
Tell employers what skills you haveWealth Management
Asset Allocation
Tax Planning
Financial Planning
Tax
Wealth
Alternative Investments
Private Banking
CPA
Philanthropy
Estate Planning
Regulatory Requirements
Cash Flow
-
Private Wealth Specialist
2 weeks ago
Singapore KAIROS GLOBAL SEARCH PTE. LTD. Full timeWealth Strategist - Private BankingWe are seeking a seasoned and forward-thinking professional to join our Private Wealth team as a Wealth Strategist. In this role, you will be responsible for developing and executing comprehensive wealth management strategies for our high-net-worth clients, providing them with expert guidance on investment decisions, risk...
-
Wealth Management Assistant
1 week ago
Singapore TAURUS WEALTH ADVISORS PTE. LTD. Full timeBenefits and OpportunitiesThis role offers the opportunity to grow and develop within a rapidly growing business environment. You will have the chance to work with a talented team and contribute to the success of Taurus Wealth Advisors Pte. Ltd.Key Benefits:Growth opportunities within the companyContribution to team success and developmentProfessional growth...
-
Client Relationship Manager Private Wealth
8 hours ago
Singapore Partners Group Full time**What it's about** Based in Partners Group Singapore office, this position will be part of the Private Wealth APAC Client Solutions team, which is responsible for building new and broadening existing relationships with private wealth channels across the region. Amid strong growth in this client segment, Partners Group is looking to expand its footprint to...
-
Client Relationship Associate, Private Wealth
2 weeks ago
Singapore Maybank Full timeJOB DETAILS Job Type Permanent Position Level Junior Executive Qualification Degree Discipline Finance Specialization Private Banking Sector Group Community Financial Services Experience 3 - 5 years Salary Up to 4,000 Client Relationship Associate sits in the private banking segment to provide for the private wealth. JOB RESPONSIBILITIES - To provide sales...
-
Wealth Management Specialist
1 week ago
Singapore WEALTH ASIA LLP Full time**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...
-
Private Wealth Management Professional
2 weeks ago
Singapore OCBC Bank Full timeWe are seeking an experienced Wealth Advisory Specialist to join our Premier Private Client team. As a key player in this role, you will be responsible for managing relationships with affluent clients, providing them with expert financial guidance and tailored solutions to achieve their wealth management goals.To succeed in this position, you will require a...
-
Wealth Management Specialist
2 weeks ago
Singapore WEALTH ASIA LLP Full timeRoles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...
-
Wealth Manager
2 weeks ago
Singapore Vastus Wealth Pte Ltd Full timeAs **Wealth Manager **your role is to: - Maintain and manage internal leads/referrals coming from the community - Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions - Maintain superior relationships by responding timely and accurately with our community to ensure a...
-
Singapore GOLDMAN SACHS (SINGAPORE) PTE. Full timeRoles & ResponsibilitiesWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and...
-
Singapore UOB KAY HIAN PRIVATE LIMITED Full timeAs a Product Specialist within the Private Wealth Management department, you will be responsible for: - Executing (pre - and post-trade included) a range of financial products including equities, structured products and fixed income instruments. - Working closely with our Advisors to suggest holistic investment solution to meet client’s investment...
-
Private Wealth Management, Product Manager
8 hours ago
Singapore NodeFlair Full time**Job Summary**: **Salary** S$10,000 - S$20,000 / Monthly **Job Type** **Seniority** Mid **Years of Experience** At least 4 years Our teams of engineers build solutions to solve the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide...
-
Private Wealth Management, Product Manager
8 hours ago
Singapore NodeFlair Full time**Job Summary**: **Salary** S$12,000 - S$24,000 / Monthly **Job Type** **Seniority** Director **Years of Experience** At least 6 years Our teams of engineers build solutions to solve the most complex problems. We develop cutting-edge systems and processes that form the core of our key business and enable transactions to move in milliseconds. We provide...
-
Wealth Management
1 week ago
Singapore JPMorgan Chase & Co Full time**JOB DESCRIPTION** J.P. Morgan Asset and Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes...
-
Singapore GOLDMAN SACHS (SINGAPORE) PTE. Full timeRoles & ResponsibilitiesWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and...
-
Private Wealth Product Expert
1 week ago
Singapore Coller Capital Full timeColler Capital OverviewColler Capital is a leading global private equity firm focused on delivering value to our investors through high-quality investment opportunities. With a strong commitment to excellence, innovation, and teamwork, we strive to maintain the highest standards of governance, risk management, and social responsibility. Our mission is to...
-
Sales Director, Private Wealth
1 week ago
Central Singapore BTI Executive Search Full timeAsia’ fastest growing one-stop digital asset financial services platform - Min 5 years of experience in Private Wealth Management - Fluency in English and Mandarin is required **Responsibilities**: - Provide investment advisory services aligning to high net worth clients’ financial needs and risk appetite - Work jointly with the various product teams...
-
Private Wealth, Associate
1 week ago
Singapore Blue Owl Full timePrivate Wealth, Associate / Senior Associate Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With over $250 billion in assets under management as of December 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide...
-
Wealth Management Consultant
2 weeks ago
Singapore WEALTH ASIA LLP Part timeCompany OverviewWealth Asia LLP is a dynamic and progressive wealth management firm dedicated to delivering exceptional financial advisory services to our clients. Our team of experts provides tailored solutions to help individuals and businesses achieve their financial goals.We are currently seeking a highly motivated and detail-oriented Business...
-
Vp, Wealth Commercialization
2 weeks ago
Singapore HSBC Full time**Some careers have more impact than others.** If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. HSBC...
-
Business Development Executive
2 days ago
Singapore FINEXIS ADVISORY PTE. LTD. Full time**_About this role: _** We are looking for individuals who are passionate about building and maintaining relationships with high-net-worth individuals, families, and institutions to promote the services offered by the department. As a member of our team, you will be responsible for identifying and developing new business opportunities within the private...