Client Advisor
Helicap is an investment firm and private credit platform focused on curated institutional-grade investments across Emerging Asia.
About Helicap
Helicap operates a private credit investment platform and fund management business focused on Asia. It curates, structures, and manages income, growth, and impact-oriented private credit investments, supported by proprietary credit analytics and risk-management technology. Helicap also provides end-to-end fundraising and syndication services for early-stage and mid-market companies, including origination, due diligence, transaction structuring, investor outreach, execution, and post-execution servicing. Its clients include private companies, technology companies, SMEs, fintech lenders, and other growth businesses, while its investor network includes institutions, family offices, and accredited high-net-worth individuals.
Skills
About the Role
You will manage and deepen relationships with institutional and high-net-worth investors. You will maintain CRM and conversion data, execute business development initiatives, prepare deal materials, support investor-platform improvements, ensure relevant regulatory compliance, and plan client events, roundtables, and conferences.
Requirements
- Bachelor’s degree in Business, Finance, Economics, or a related discipline
- At least 5 years of relevant experience in wealth management, private banking, investor relations, or financial services
- Exceptional written and verbal communication skills for C-suite and high-net-worth interactions
- Experience managing pitch decks, compliance DDQs, and client datasets
Responsibilities
- Deliver client service and manage investor relationships
- Drive engagement with high-net-worth individuals, family offices, and institutional investors
- Ensure client dealings comply with MAS, KYC, AML, and accredited-investor requirements
- Maintain, analyse, and optimise client conversion pipelines and CRM metrics
- Execute business development initiatives and expand investor reach
- Prepare marketing decks, presentations, DDQs, and investment memorandums
- Support investor-platform user-experience workflows and feature enhancements
- Plan and execute client events, roundtables, and conferences