Tech Aalto Pte Ltd Hiring! Full Time Senior Wealth Management Advisor — High Net Worth Clients in - Ricebowl

We are looking for Senior Wealth Management Advisor for our client. Our client is are a leading, fast‑growing digital wealth platform in Asia‑Pacific, managing significant client assets and focused on transforming how people build long‑term wealth through holistic, digitally enabled advice.
The Senior Wealth Advisor will focus on originating and deepening relationships across affluent and HNW segments (professionals, business owners, accredited investors), driving AUM growth, and delivering personalised investment advice using our client’s institutional‑grade platform and model portfolios.
Key responsibilities

• Develop and maintain a personal pipeline of affluent and accredited prospects via referrals, partnerships, and proactive business development.
• Acquire new clients and expand assets under management by articulating the firm’s investment proposition clearly and credibly.
• Provide tailored investment recommendations and portfolio solutions drawing on model portfolios, thematic strategies, and bespoke options.
• Act as primary relationship manager and trusted point of contact for clients on advisory and investment matters.
• Collaborate with investment, product, and marketing teams to optimise client targeting, campaigns, and onboarding workflows.
• Prepare client proposals, portfolio diagnostics, and implementation plans aligned to client objectives.
• Monitor market developments, portfolio strategy updates, and regulatory changes to ensure relevant, compliant advice.

Minimum qualifications

• 5+ years’ experience in wealth management, investment advisory, or client‑facing sales serving affluent and/or HNW clients.
• Demonstrable success in client acquisition and increasing share of client assets through consultative advisory.
• Strong interpersonal and presentation skills with the ability to build trust and credibility with sophisticated investors.
• Self‑driven, results oriented, and comfortable operating in a fast‑paced, high‑growth environment.

Preferred

• Familiarity with digital advisory platforms and enthusiasm for fintech/start‑up environments.
• Relevant licensing or eligibility under local financial adviser regulations (e.g., MAS) is advantageous.

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