Not specified (assumed office-based due to lack of remote work mention).
Client onboarding and documentation support
Portfolio administration and reporting
Crm data integrity maintenance
KGI Securities (Singapore) Pte. Ltd. is seeking a Client Advisor Associate to provide support to senior Client Advisors in investment execution, portfolio administration, and client relationship management. The ideal candidate should possess relevant experience in financial services, strong organizational skills, and a detail-oriented mindset
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 maintaining CRM data integrity, coordinating meeting logistics, and ensuring uninterrupted client support during team absences.
The position requires strict adherence to MAS regulations and internal risk standards while assisting with account onboarding and KYC processes.
Matching Summary
Match Score: 85
KGI Securities (Singapore) Pte. Ltd. is seeking a Client Advisor Associate to provide support to senior Client Advisors in investment execution, portfolio administration, and client relationship management. The ideal candidate should possess relevant experience in financial services, strong organizational skills, and a detail-oriented mindset.
Skills & Requirements
Must-have
Client onboarding and documentation support
Portfolio administration and reporting
CRM data integrity maintenance
Investment execution assistance
Compliance with MAS regulations
Nice-to-have
Fluency in regional languages
Experience in business development efforts
Strong interpersonal communication skills
Ability to work in fast-paced environments
Key Requirements
Bachelor's degree preferred
2–4 years of experience in private banking or wealth management