Client Advisor

About the Role

KGI's International Wealth Management (IWM) team in Singapore is expanding rapidly, offering an exciting opportunity to join as an entrepreneurial Client Advisor. This role operates like a startup embedded within a multinational, Taiwan-listed financial group, allowing you to contribute to building the business and crafting the client platform from its early stages.

Key Responsibilities

• Identify and develop relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals primarily across ASEAN and Greater China regions.
• Expand and strengthen ties with both new and existing clientele.
• Evaluate clients’ investment goals, tolerance for risk, and overall financial needs comprehensively.
• Provide timely insights on market trends, propose investment strategies, and conduct portfolio reviews.
• Address client inquiries and concerns with professionalism and swift responsiveness.
• Meet and strive to surpass asset under management (AUM) and revenue targets.
• Spot opportunities for cross-selling across the company's broad range of financial products and services.
• Enhance the presence and reputation of the KGI brand within your client base.
• Ensure strict adherence to KYC procedures, suitability assessments, and required documentation protocols.
• Comply fully with Monetary Authority of Singapore (MAS) regulations and internal company policies.
• Oversee client portfolios, maintaining alignment with set risk tolerances and investment guidelines.

Qualifications and Skills

• Possession of a bachelor's degree and at least five years of experience in wealth advisory roles.
• Proven success in generating consistent revenue, preferably within private banking, wealth management, or as an external asset manager (EAM).
• Deep knowledge of investment products, effective portfolio construction, and comprehensive financial planning.
• Outstanding skills in communication, interpersonal relations, and client presentations.
• Fluency in English and Mandarin to effectively engage Mandarin-speaking clients.
• Hold appropriate CMFAS certifications relevant to the role.