Client Advisor
Core
Client-facing relationship management role owning deep relationships with ultra-high-net-worth individuals, family offices, and philanthropic entities to deliver integrated wealth structuring and advisory solutions.
Role type
Senior Client Advisor (Wealth Structuring & Family Office)
Builds
Integrated wealth solutions including Single Family Office establishment, trust structures, succession planning, and philanthropic vehicles for UHNW clients.
Domain
Private Wealth Management / Family Office / Trust & Estate Law
Deliverable
client delivery
Required skills
Wealth structuring expertise, Single Family Office (SFO) establishment, trust structuring, succession planning, philanthropic vehicle advisory, MAS regulatory compliance, family governance, multi-generational family dynamics management
Preferred skills
Hibah and Sharia-compliant instruments knowledge, donor-advised funds expertise, private foundations advisory
Technologies
MAS 13O Enhanced Tier, MAS 13U exemption pathways, Singapore Private Trusts
Responsibilities
Build and maintain long-term trust-based relationships with UHNW clients and family principals; coordinate across investment, tax, and legal specialists to deliver integrated solutions; manage the full client lifecycle from origination to retention; identify and scope client needs for wealth structuring and legacy goals; present portfolio performance and strategic recommendations directly to clients.