Private Wealth Consultant 工作, Advisors Clique Collective Central Region (Singapore) 公司招聘中 - Ricebowl

Company Description Advisors Clique Collective (ACC) is a premier group of financial consultants representing Great Eastern Financial Advisers Pte Ltd, dedicated to building legacies with purpose. ACC is a values-driven collective that emphasizes clarity, courage, and conviction in every step of the financial planning journey. The group focuses on raising the standard of advisory practice through forward-thinking leadership, integrity, collaboration, and continuous growth. ACC is committed to delivering tailored, high-quality financial solutions for clients while fostering a supportive and empowering environment for associates. Grounded in traditional values such as trust, respect, and humility, ACC operates with a core principle of always acting in the best interest of those they serve.

Role Description The Private Wealth Consultant will be part of the advisory team in providing financial guidance to professionals, affluent families, and businesses. This role is on-site, where the consultant will assist in developing personalized financial plans, preparing investment and legacy proposals, and supporting client review meetings. Day-to-day tasks include conducting market and product research, analyzing clients’ financial situations, and preparing presentations and reports. The consultant will also collaborate with senior consultants to understand client needs, participate in internal training sessions, and help maintain accurate documentation and compliance-related records. This role offers exposure to professional wealth consulting practices and the opportunity to learn within a values-driven, collaborative environment.