Family Office Advisor

4 days ago

Singapore GOLDEN EQUATOR CAPITAL PTE. LTD. Full time

**About Golden Equator**:
Golden Equator is a group of companies with businesses covering finance, consultancy, and a technology and innovation business club. We believe in investing for the future by building financial, human and technology capital. Through working with like-minded individuals and with technology at the core, we build financially rewarding businesses and create social impact in the world.

As part of Golden Equator, Golden Equator Wealth is a multi-family office which provides ultra-high net worth individuals and families with portfolio construction recommendations - based on their risk tolerance, return objectives as well as global dynamics.

**Family Office Advisor (FOA)
Golden Equator Wealth takes pride in its collaborative environment and well-connected community. We look for professionals with different backgrounds and varied market exposure, with the strong belief that a good team is made up of people with complementary skills and a wealth of collective experience.

Our FOAs are provided with opportunities for both personal and professional growth. They are empowered to develop and maintain their client relationships with a long-term perspective towards their clients’ financial goals, supported by a strong network of partners and product suite.

**Key responsibilities include:
- Nurturing of long term client relationships, developing and maintaining a comprehensive understanding of clients’ investment objectives and risk tolerance to ensure that investment strategies and advice for clients are appropriately aligned
- Managing of clients’ wealth holistically and ensuring their wealth management needs are attended to efficiently, professionally and in a timely manner
- Keeping abreast of economic conditions, market updates and financial news as well as providing regular market and portfolio updates to clients
- Conducting research on investment opportunities that are suitable for clients’ investment objectives and risk tolerance
- Proactively identifying potential new clients as part of business development initiatives and achieving new business goals
- Establishing credibility and trust while maintaining the highest standards of personal and professional integrity at all times
- Maintaining knowledge and understanding of appropriate regulations affecting client interaction and ensuring compliance with all such regulations
- A Bachelor’s degree with a minimum of 10 years of wealth management experience
- An ambitious, committed, entrepreneurial nature with the ability to work independently
- Strong presentation and excellent communications skills
- A strong understanding of the needs and sensitivities of private wealth clients
- A proven track record in asset gathering, asset growth and revenue generation performance
- Excellent business acumen and negotiation skills
- Proficiency in financial markets analysis and product evaluation
- A detail-oriented and results-focused attitude
- A strong knowledge of regulatory policies and guidelines

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