Client Advisor

We are looking for a Relationship Manager to own and deepen relationships with our ultra-high-net-worth (UHNW) and high-net-worth (HNW) clients, family offices, and philanthropic entities. This role goes beyond investment servicing — it requires the ability to understand a client's full picture across wealth structuring, succession, family governance, and philanthropic intent, and to coordinate the right specialists (investment, trust, tax, legal) around that picture. This is a senior client-facing role suited to someone who combines commercial relationship-building instincts with genuine technical fluency in wealth structuring — Singapore Private Trusts, Single Family Office (SFO) structures under MAS 13O/13U tax incentive schemes, Hibah and Sharia-compliant instruments, and philanthropic vehicles — within a CMS-licensed platform serving institutional and private wealth clients. Key Responsibilities Client Relationship Ownership Act as the primary relationship owner for a portfolio of UHNW/HNW individuals, family offices, and philanthropic clients Build and maintain long-term trust-based relationships, understanding not just portfolio objectives but family dynamics, succession intentions, and legacy goals Serve as the client's principal point of contact, coordinating internally across investment, trust structuring, tax, and legal specialists to deliver integrated solutions Manage the full client lifecycle: origination, onboarding, ongoing servicing, and retention Wealth Structuring & Solutions Coordination Identify and scope client needs around Single Family Office establishment (including MAS 13O Enhanced Tier and 13U exemption pathways), trust structures, and succession planning Coordinate with internal wealth structuring teams to design integrated solutions (e.g. Singapore Private Trust combined with Hibah instruments for Sharia-compliant succession, or post-liquidity-event SFO structuring following an IPO or business sale) Support development of client proposals and pitch materials for prospective family office and trust mandates Philanthropy Advisory Advise clients on structuring philanthropic vehicles (donor-advised funds, private foundations, philanthropic trusts) aligned with family values and legacy intentions Liaise with relevant regulatory and charitable-sector bodies as needed to ensure structures are compliant and properly registered Support multi-generational conversations around family philanthropy and impact objectives Investment & Portfolio Oversight Ensure client portfolios and mandates are aligned with agreed investment objectives, risk tolerance, and liquidity needs, working closely with investment advisors and portfolio managers Present portfolio performance, structuring updates, and strategic recommendations directly to clients and family principals Conduct periodic suitability reviews in line with regulatory requirements Business Development Originate new UHNW/HNW, family office, and philanthropic relationships through networks, referrals, and market presence Represent the firm at relevant industry, philanthropic, and private client events Contribute to the firm's broader positioning in the Singapore wealth structuring and family office market Compliance & Governance Ensure all client interactions, recommendations, and structures comply with MAS regulatory requirements applicable to licensed representatives Maintain rigorous documentation of client needs analysis, suitability assessments, and structuring rationale Escalate conflicts of interest, AML/CFT concerns, or governance issues promptly and appropriately