Editorial summary

The company is a leading financial institution with a growing High Net Worth (HNW) platform, seeking a Private Wealth Advisor to serve HNW and Ultra HNW clients. The role involves managing and expanding client relationships by providing tailored insurance, legacy planning, and wealth management solutions. Key responsibilities include advising clients on various financial strategies and delivering personalized advisory services. The position offers a salary of 15,000.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 14689 first appeared in Job-Q.com on 16 Jun 2026]

Private Wealth Advisor (HNW / UHNW Clients)

(Client Advisory | Insurance & Wealth Planning | Relationship Management)

Our client is a leading financial institution with a strong and growing High Net Worth platform. They are expanding their advisory team to further strengthen client coverage across HNW and UHNW segments.

The Role

As a Private Wealth Advisor, you will be responsible for managing and growing relationships with HNW clients while delivering tailored insurance and wealth planning solutions.

Key responsibilities include:

• Advise clients on insurance, legacy planning, and wealth solutions
• Build and maintain long-term HNW client relationships
• Drive new business and referral opportunities
• Partner with internal teams and external stakeholders to deliver holistic solutions
• Ensure full compliance with regulatory requirements
• You will play a key role in driving both client outcomes and business growth.

Requirements

• 10+ years in HNW insurance advisory / wealth advisory
• Strong track record in client acquisition and revenue generation
• Deep knowledge of wealth planning, insurance solutions, and succession planning
• CMFAS certifications preferred

Why Apply

• Access to strong HNW client base and platform
• Opportunity to build a sustainable advisory book
• Supportive environment with strong product and platform capabilities

Interested Applicants

Please reach out directly with your updated CV to:

📧 Glenn.Wong@RevUp-Consulting.com

Referrals are most welcome. If this role is not suitable, feel free to share it within your network.

Glenn Wong

Director, Financial Services

RevUp Consulting (EA License: 22S1193)

EA Reg No: R11106685

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