We are partnering with a boutique investment and family office platform in Singapore, serving a select group of prominent Asian founders and HNW/UHNW families.
Our client combines highly personalised family-office services with the scale and capabilities of a dedicated investment team. The firm manages investments across public and private markets and provides tailored wealth management, investment and family-office solutions.
The Opportunity
The firm is looking for a Client Advisor to join its Client Advisory team.
This is a relationship-driven role for someone who enjoys working closely with sophisticated clients and wants to develop a career in family office and investment advisory.
You Will:
- Develop and build relationships with HNW/UHNW clients and professional intermediaries
- Support senior advisors in managing and growing existing client relationships
- Identify and convert new business opportunities
- Work closely with the Investment Team to understand and communicate investment strategies and portfolio solutions
- Support portfolio reviews, client discussions and investment-related presentations
- Develop opportunities to grow client AUM and relationships
- Coordinate client onboarding, due diligence and compliance requirements
- Participate in client events and business development activities
- Build a strong understanding of clients' broader wealth and family-office needs
What We're Looking For
- 3–5 years' experience in private banking, wealth management, asset management, investment advisory, fund IR, ARM or a similar client-facing environment
- Strong experience managing client relationships and ownership of accounts
- Good understanding of investment products and financial markets
- Experience across funds, equities, bonds, ETFs or other investment products
- Existing HNW/UHNW client or professional intermediary relationships would be highly advantageous
- Mandarin proficiency is highly advantageous
- Strong interpersonal, communication and relationship management skills
- Commercially minded, proactive and comfortable working in a lean environment
Why This Role?
This is an opportunity to work within a genuine family-office environment, rather than a traditional product-distribution or private banking platform.
You will work closely with senior advisors and an experienced investment team, gaining exposure to sophisticated founders and families, public and private market investments, bespoke investment solutions and broader family-office needs.
The firm's approach is highly relationship-led, discreet and long-term, with a strong emphasis on understanding the individual needs of each family rather than simply distributing financial products.
