Client Advisor Associate

KGI SECURITIES (SINGAPORE) PTE. LTD.

Singapore, Singapore
**
Client onboarding and documentation support
Portfolio report preparation and review
Crm data integrity maintenance
** KGI Securities (Singapore) Pte. Ltd. is seeking a Client Advisor Associate to support senior advisors in investment execution and client relationship management. The role involves administrative tasks, client servicing, and the opportunity to learn about investment advisory principles in a dynamic environment. **

Job Summary

  • The role involves working alongside senior Client Advisors to provide hands-on experience in investment execution and portfolio administration.
  • Candidates will be responsible for managing client onboarding, preparing meeting materials, and ensuring high standards of administrative efficiency.
  • The position requires strict adherence to MAS regulations and internal risk compliance standards while supporting business development efforts.

Matching Summary

Match Score: 75

** KGI Securities (Singapore) Pte. Ltd. is seeking a Client Advisor Associate to support senior advisors in investment execution and client relationship management. The role involves administrative tasks, client servicing, and the opportunity to learn about investment advisory principles in a dynamic environment. **

Skills & Requirements

Must-have

  • client onboarding and documentation support
  • portfolio report preparation and review
  • CRM data integrity maintenance
  • compliance with MAS regulations
  • strong organizational and communication skills

Nice-to-have

  • fluent in regional languages besides English
  • experience in private banking or wealth management
  • ability to work in fast-paced multi-tasking environments
  • participation in internal investment forums

Key Requirements

  • Bachelor's degree preferred
  • 2–4 years of experience in private banking or wealth management
  • Relevant certifications such as CMFAS Modules
  • Fluency in English required

Work Rights

Not specified

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