Client Advisor

Role Summary

This is a client-facing relationship management role within a CMS-licensed platform serving institutional and private wealth clients. The successful candidate will own and deepen relationships with ultra-high-net-worth (UHNW) individuals, family offices, and philanthropic entities. The role combines commercial relationship-building with technical expertise in wealth structuring, going beyond traditional investment servicing to encompass wealth structuring, succession planning, family governance, and philanthropic advisory.

Key Responsibilities

As the primary relationship owner for a portfolio of UHNW and HNW clients, you will build and maintain long-term trust-based relationships while understanding portfolio objectives, family dynamics, succession intentions, and legacy goals. You will serve as the principal point of contact, coordinating internally across investment, trust structuring, tax, and legal specialists to deliver integrated solutions. Responsibilities include managing the full client lifecycle from origination through onboarding, ongoing servicing, and retention. You will identify and scope client needs around Single Family Office establishment (including MAS 13O Enhanced Tier and 13U exemption pathways), trust structures, and succession planning. Additional responsibilities include advising clients on structuring philanthropic vehicles such as donor-advised funds, private foundations, and philanthropic trusts aligned with family values and legacy intentions. You will ensure client portfolios and mandates align with agreed investment objectives, risk tolerance, and liquidity needs while presenting portfolio performance and strategic recommendations directly to clients and family principals.

Skills & Competencies

Essential expertise includes fluency in wealth structuring instruments such as Singapore Private Trusts, Single Family Office (SFO) structures under MAS tax incentive schemes, Hibah and Sharia-compliant instruments, and philanthropic vehicles. Strong commercial relationship-building instincts combined with technical depth are required. You must demonstrate advanced knowledge of regulatory requirements, including MAS compliance and charitable sector governance. Excellent coordination and communication skills across multiple specialist teams are essential, along with the ability to manage complex, multi-generational family conversations and succession planning discussions.