At a Glance
- Tasks: Create tailored financial strategies for high-net-worth clients and manage valuable relationships.
- Company: Join Oaktree Consulting, a leader in elite wealth advisory.
- Benefits: Competitive earnings, performance bonuses, and full autonomy in your practice.
- Other info: Fast-track your path to equity and leadership within 3-6 months.
- Why this job: Elevate your career with unmatched support and resources for financial advisors.
- Qualifications: 2-3 years in financial advisory and active CMFAS certifications required.
The predicted salary is between 63000 - 77000 £ per year.
Work Visa Sponsorship Not Available
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?
- Institutional-Grade Lead Pipelines & Specialized HNW Lead Systems: 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.
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.
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.
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.
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.
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.
Private Wealth Advisor employer: OAKTREE CONSULTING
Oaktree Consulting is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. Located in the vibrant area of Ang Mo Kio, employees benefit from a collaborative environment and opportunities to enhance their skills in government claims processing, making it a rewarding place for those seeking meaningful employment.
StudySmarter Expert Advice🤫
We think this is how you could land Private Wealth Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like OAKTREE CONSULTING. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Wealth Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to OAKTREE CONSULTING.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on OAKTREE CONSULTING's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at OAKTREE CONSULTING
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with OAKTREE CONSULTING.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at OAKTREE CONSULTING will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former OAKTREE CONSULTING employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
