Wealth Management & Business Development

To apply or find out more, please contact Leong Jia Wei (Reg No: R25157456) jiawei@placement.com.sg I also carry more Junior and Senior variants of this role; please browse our Company Page to find out more. https://www.mycareersfuture.gov.sg/companies/placement-professionals-53226217D ' (Mid–Senior Level | Team Leadership& Advisory Growth) NB. This role is a Commission-based role; the Salary Range I included is an average approximate based on past teammates’ earnings. Overview This Wealth Management & Business Development role sits within a global wealth management platform focused on serving high-net-worth and ultra-high-net-worth clients, as well as institutions such as family offices, foundations, and corporations. You will work as a Business Development Professional, supporting senior advisors in managing client relationships, delivering investment solutions, and driving new business growth. The position offers exposure to portfolio management, client advisory, and business development, with a long-term pathway towards becoming a Private Wealth Advisor. Key Responsibilities In this role, you will: Support senior advisors in implementing wealth management strategies for clients Analyze client portfolios, including risk and return characteristics Prepare presentations and materials for prospective and existing clients Execute investment transactions across multiple asset classes Conduct research on investment products and asset allocation strategies Assist in client servicing and ongoing relationship management Identify and pursue new business opportunities through outreach and networking Participate in client meetings and follow-up activities Manage internal systems related to client relationship management Coordinate team activities, meetings, and action items Communicate market insights and research to advisors and clients Collaborate with internal product and investment teams to meet client needs Requirements You should have: Strong interest in pursuing a …