HNW Family Office Wealth Advisor

FP Global; Singapore; On-site; SGD 90,000 - 140,000; Full time

Job summary

Funds Partnership is seeking a Client Advisor in Singapore to nurture relationships with HNW/UHNW clients and professional intermediaries. You will work alongside an experienced investment team to understand client wealth needs and present bespoke portfolio solutions in a discreet family-office setting.

The role emphasizes relationship development, business growth, and collaboration with senior advisors. Mandarin language skills are advantageous.

Qualifications

• 3-5 years' experience in private banking, wealth management or investment advisory.
• 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.
• Mandarin proficiency is highly advantageous.
• Strong interpersonal, communication and relationship management skills.
• Commercially minded, proactive and comfortable working in a lean environment.

Responsibilities

• 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.

Skills

Client relationships

Interpersonal skills

Communication

Job description

Funds Partnership is seeking a Client Advisor in Singapore to nurture relationships with HNW/UHNW clients and professional intermediaries. You will work alongside an experienced investment team to understand client wealth needs and present bespoke portfolio solutions in a discreet family-office setting.

The role emphasizes relationship development, business growth, and collaboration with senior advisors. Mandarin language skills are advantageous.