Advisor
The Advisor role at Paragon Capital Management involves managing relationships with high-net-worth individuals and institutional clients in Singapore. Key responsibilities include client acquisition, portfolio advisory, and deepening existing relationships through independent, fee-only wealth management services. The candidate must possess extensive experience in private banking and a proven network within the Asian market. The role offers entrepreneurial freedom supported by internal investment and compliance infrastructure.
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Experience
5-10 years
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
The Advisor role at Paragon Capital Management involves managing relationships with high-net-worth individuals and institutional clients in Singapore. Key responsibilities include client acquisition, portfolio advisory, and deepening existing relationships through independent, fee-only wealth management services. The candidate must possess extensive experience in private banking and a proven network within the Asian market. The role offers entrepreneurial freedom supported by internal investment and compliance infrastructure.
TAL's take
Solid role at a specialized wealth management firm requiring established client networks and proven origination capabilities.
Well-defined responsibilities for a wealth advisor, though heavy on business development expectations.
Watchouts
- fee-sharing remuneration model
Must haves
- Bachelor's degree in Finance, Economics, Business, or related discipline
- 5-10 years' experience in private banking, asset management, or wealth management
- Proven client origination results
- Established client network in Singapore and the broader Asian region
- Familiarity with MAS regulatory framework
About the company
Established asset management firm, but lacks global household name status of tier 1 institutions.