Private Wealth Advisor

Work Visa Sponsorship Not Available

Elevate Your Practice – Join Singapore’s Elite Wealth Network as a Private Wealth Advisor

At Oaktree Consulting, we specialize in accelerating the growth of established financial professionals. Through strategic partnerships with Singapore’s premier high-net-worth financial advisory and boutique wealth agencies, we provide the ultimate ecosystem for sophisticated advisors to scale their practices.

If you are an experienced Financial Consultant, Relationship Manager, or Wealth Advisor seeking greater agility, true open-architecture solutions, and an uncompromised earnings structure, we invite you to explore a transition built for the next phase of your career.

Why Experienced Advisors Choose Our Partner Agencies?

1. Institutional-Grade Lead Pipelines & Specialized HNW Lead Systems

• Qualified HNW Segment Leads: Immediate access to centralized, warm corporate pipelines, executive networks, and high-quality digital leads from day one.
• Turnkey Practice Marketing: Enterprise-level budget backing for your personal branding, advanced digital marketing automation, and exclusive high-net-worth referral systems.
• B2B Strategy Support: Corporate partnership frameworks and referral networks already established to diversify your client acquisition.

2. Premier, Performance-Aligned Remuneration

• Best In Market Transition Allowance: Tailored financing packages designed to seamlessly bridge your practice migration without impacting cash flow.
• Uncapped Elite Commission & High Retention Rates: Top-tier payout grids designed to reward high-volume producers.
• Compounding Trail Income & Leadership Overrides: Institutional-grade recurring revenue paths that give true long-term enterprise value to your personal portfolio.
• Executive Performance Bonuses: Lucrative quarterly and annual cash incentives, lifestyle rewards, and global recognition summits.

3. True Open-Architecture & Unrestricted Multi-Provider Platform

• Break away from the product constraints of single-provider models or traditional retail banking.
• Gain unfiltered access to a comprehensive suite of top-tier global insurers, major fund management platforms, alternative investments, and private market instruments.
• Deliver truly unbiased, sophisticated solutions across sophisticated wealth accumulation, comprehensive estate protection, Lombard lending, property financing, and institutional legacy planning.

4. Advanced Practice Management & Peer-to-Peer Advisory Circles

• Elite Advisory Masterclasses: Collaborative strategies with veteran industry leaders focused on family office structures, high-net-worth legacy planning, and complex business succession.
• Premium Digital Infrastructure: Access to advanced and seamless digital business tools.
• Dedicated Administrative Support: Streamlined back-office operations allowing you to minimize paperwork and spend maximum time facing clients.

5. True Autonomy & High-Trust Culture

• Total control over your calendar, practice management, and business focus.
• We foster an entrepreneurial environment that measures impact and enterprise results rather than tracking traditional face-time or clock-in hours.

6. Accelerated Pathway to Equity & Agency Leadership

• For proven builders, our partners offer rapid, performance-tied tracks to establish your own advisory team or agency branch within 3 to 6 months, complete with strategic overrides and talent acquisition support.

Key Responsibilities

• Formulate financial roadmaps, bespoke wealth protection strategies, and asset allocation advice for affluent individuals and corporate clients.
• Seamlessly manage, deepen, and retain a high-value portfolio of existing and newly acquired client relationships.
• Champion professional integrity and maintain impeccable ethical and regulatory compliance standards across all advisory touchpoints.

Strategic Requirements

• Proven Track Record: Minimum 2–3 years of experience in financial advisory, retail banking wealth management, or private client services.
• Regulatory Compliance: Active CMFAS certifications (M5, M9, M9A, HI)
• Academic Foundation: Recognized Diploma or University Degree.
• Core Competencies: Outstanding communication skills, a sophisticated client-facing presence, and a highly disciplined entrepreneurial mindset.

Elevate Your Enterprise.

If your current platform limits your product suite, caps your income potential, or hinders your client experience, it is time to build a sustainable financial advisory business on your own terms.

Apply now for a confidential career consultation.

EA Personnel: Chester Koh Yong Xiang

EA Reg No.: R26164408

EA License No: 06C4642

Oaktree Consulting