Role Summary and Key Responsibilities

The Advisor role is responsible for originating, advising, and managing relationships with high‑net‑worth individuals, family offices and institutional clients in Singapore and the region. This role is designed for experienced advisors who value an independent, client‑centric, and fee‑only asset management platform focused on long‑term value creation.

The role combines relationship and investment management, supported by a dedicated investment, operations, and compliance infrastructure.

The role suits an entrepreneurial professional with strong origination capabilities and a proven network in private banking or wealth management. His/her responsibilities include:

• Client Acquisition & Relationship Management: Source and onboard high-net-worth individuals, family offices and institutional clients, serving as the primary relationship manager throughout the client lifecycle. The role involves building an...