Client Advisor

About the Company

FP Global partners with a boutique investment and family office based in Singapore, dedicated to serving a select clientele of prominent Asian founders and high-net-worth (HNW) and ultra-high-net-worth (UHNW) families. This client combines personalised family office services with the scale and resources of a focused investment team, managing investments across both public and private markets while offering tailored wealth management and family office solutions.

Role Overview

FP Global is seeking a Client Advisor to become a part of its Client Advisory team. This position is highly relationship-driven, suited for individuals who enjoy engaging with sophisticated clients and aspire to develop a career in family office and investment advisory services.

Key Responsibilities

• Establish and nurture relationships with HNW/UHNW clients and professional intermediaries.
• Assist senior advisors in managing and expanding current client relationships.
• Identify potential business opportunities and successfully convert them.
• Collaborate closely with the Investment Team to gain a deep understanding and effectively communicate investment strategies and portfolio offerings.
• Support client portfolio reviews, discussions, and investment presentations.
• Drive efforts to increase client assets under management (AUM) and strengthen relationships.
• Manage client onboarding processes, due diligence, and compliance requirements.
• Engage in client events and business development initiatives.
• Develop a comprehensive understanding of clients’ broader wealth management and family-office needs.

Candidate Profile

• Possesses 3 to 5 years of experience in private banking, wealth management, asset management, investment advisory, fund investor relations (IR), asset and relationship management (ARM), or similar client-facing roles.
• Demonstrated strong capability in managing client relationships and handling account ownership.
• Solid knowledge of investment products and financial market dynamics.
• Experience with various financial instruments including funds, equities, bonds, and ETFs.
• Existing network or relationships with HNW/UHNW clients or professional intermediaries is a significant advantage.
• Proficiency in Mandarin is highly desirable.
• Excellent interpersonal, communication, and relationship management skills.
• Commercially focused, proactive, and comfortable operating in a lean team environment.

Why Join?

This position offers the unique chance to work within a genuine family-office setting rather than a conventional product distribution or private banking platform. You will collaborate with senior advisors and an experienced investment team, gaining exposure to sophisticated founders and families, diversified public and private market investments, customized investment solutions, and comprehensive family-office needs. The company emphasizes a long-term, relationship-oriented approach, prioritizing understanding each family's unique requirements over mere financial product distribution.