Overview
Wealth Advisory Assistant Jobs in Singapore, Singapore at Selby Jennings
Title: Wealth Advisory Assistant
Company: Selby Jennings
Location: Singapore, Singapore
Key Responsibilities
Client Advisory & Relationship Management
- Partner with senior advisors to support client objectives and ongoing service needs.
- Coordinate with external professional advisors and service providers on client-related matters.
- Build and maintain relationships with key client contacts and trusted advisors.
- Support the execution of bespoke client requests and special projects.
Client Operations
- Manage client onboarding and account opening processes.
- Prepare and review client documentation, subscription forms, agreements, and supporting materials.
- Maintain KYC/CDD records and assist with regulatory documentation requirements.
- Process client account-related requests, fund movements, and administrative activities.
- Coordinate with internal teams to resolve operational and account-related matters.
Stakeholder Management
- Work closely with Operations, Compliance, Legal, Finance, and other internal teams to ensure seamless client servicing.
- Liaise with external counterparties and service providers where required.
Reporting & Documentation
- Maintain accurate client records and database information.
- Assist in preparing reports, presentation materials, and meeting packs for client discussions.
- Ensure strong data integrity and ongoing record maintenance.
Requirements
- Bachelor’s Degree with at least 3 years of relevant experience in Private Banking, Wealth Management, Family Office, Investment Management, or a related financial services environment.
- Strong client service orientation with the ability to manage multiple priorities.
- Experience in client onboarding, account maintenance, KYC/CDD, or client operations processes.
- Excellent communication and stakeholder management skills.
- Highly organised, detail-oriented, and able to operate independently in a fast-paced environment.
- A genuine interest in working with sophisticated high-net-worth clients and supporting complex client needs.
This opportunity is ideal for candidates looking to move into a broader client advisory environment with exposure to wealth management, client operations, and strategic client servicing.
