UHNW Wealth Advisor

Private Wealth Advisor – Great Eastern The Private Wealth Advisor is a MAS licensed role responsible for advisory activities under Great Eastern Financial Advisory license. You will be developing and managing relationships with HNW, UHNW and corporate clients, delivering tailored insurance & legacy planning solutions. Providing specialised advice on...

Job Description We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions tailored to the needs of...

Role Overview Mercor is hiring on behalf of a next-generation wealth advisory group that combines personalized financial planning with data-driven insights and AI-enhanced portfolio solutions. We're seeking an experienced Wealth Advisor / Private Client Advisor to build, retain, and grow relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW)...

Roles & Responsibilities **Family Office Advisor** **Responsibilities** - Direct support to Family Office Advisors in administrative and organisational aspects of client management - Assist with documentation for client onboarding and ongoing maintenance - Able to handle client communications and instructions - Assist in preparation of client proposals -...

**JOB DESCRIPTION** Job Responsibilities** - Focus on ultra-high-net-worth (Principal Business) individuals and families in Australia, as well as the largest Endowments and Foundations in Australia, with coverage out of Singapore - Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and...

**JOB DESCRIPTION** Job Responsibilities** - Focus on ultra-high-net-worth (Principal Business) individuals and families in Australia, as well as the largest Endowments and Foundations in Australia, with coverage out of Singapore - Manage all aspects of client relationship, develop and maintain long-term relationships through strong personal networks and...

About the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...

As a Client Advisor specializing in Ultra High Net Worth (UHNW) clients, you will play a pivotal role in our external asset management team. Your key responsibilities will be bringing your own book of accounts as well as acquiring new clients and managing the client portfolios based on their respective investment objectives. This role is expected to be like...

**JOB DESCRIPTION** Introduction** **Job Summary** As a Wealth Management, UHNW Investor, Vice President in the Taiwan team (Singapore based) of J.P. Morgan Private Bank, you are responsible for advising UHNW clients on building, preserving and managing their wealth. You will use your knowledge of multi assets investments to partner up closely with bankers...

About the RoleWe are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...