UHNW Client Advisor – Family Office & Investments

FP Global; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

FP Global in Singapore is seeking 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 relationships with HNW/UHNW clients, support senior advisors, and collaborate with the Investment Team to understand and communicate investment strategies and portfolio solutions.

Qualifications

• 3–5 years' experience in private banking, wealth management or related client-facing roles.
• Experience managing client relationships and ownership of accounts.
• Good understanding of investment products and financial markets.
• Mandarin proficiency is highly advantageous.

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

Relationship management

Commercially minded

Job description

FP Global in Singapore is seeking 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 relationships with HNW/UHNW clients, support senior advisors, and collaborate with the Investment Team to understand and communicate investment strategies and portfolio solutions.