Client Advisor

KGI Singapore; Singapore; On-site; SGD 120,000 - 180,000; Full time

Job summary

KGI Singapore is hiring entrepreneurial Client Advisors to grow our International Wealth Management team in Singapore. You will join a Day 1 team building the platform, managing relationships with HNW/UHNW clients, and delivering investment ideas and portfolio reviews.

The role requires a Bachelor's Degree with 5+ years in wealth advisory, strong Mandarin-English communication, and a track record of revenue growth within private banking or wealth management.

Qualifications

• Bachelor's Degree with minimum 5 years of wealth advisory experience.
• Track record of consistent revenue performance in private banking or wealth management.
• Strong knowledge of investment products, portfolio construction and financial planning.
• Excellent communication, interpersonal and presentation skills.
• Proficient in English and Mandarin to engage Mandarin-speaking clients.

Responsibilities

• Identify and build relationships with HNW and UHNW prospects across ASEAN and Greater China.
• Grow and deepen relationships with new and existing clients.
• Assess each client's investment objectives, risk appetite and broader financial needs; deliver timely market views and portfolio reviews.
• Maintain rigorous KYC, suitability and documentation standards; ensure MAS regulatory compliance and proper risk management.

Skills

Wealth advisory

Relationship management

Portfolio construction

Communication

Presentation

Mandarin proficiency

Education

Bachelor's Degree

Job description

KGI's International Wealth Management (IWM) team is scaling across multiple locations, and we are hiring entrepreneurial Client Advisors to grow with us in Singapore.

The opportunity

IWM in Singapore is effectively a startup within a multi-billion dollar Asia-based, Taiwan-listed financial group. You'll join the Day 1 team — building the business, shaping the platform, and working hands-on across product, process, and client coverage.

Key Areas of Responsibilities

Client Acquisition and Relationship Management

• Identify and build relationships with HNW and UHNW prospects across ASEAN and Greater China.
• Grow and deepen relationships with new and existing clients.
• Assess each client's investment objectives, risk appetite and broader financial needs.
• Deliver timely market views, investment ideas and portfolio reviews.
• Handle client queries and concerns professionally and promptly.

Business Development and Revenue Generation

• Achieve and exceed AUM and revenue targets.
• Identify cross-sell opportunities across the firm's product and service suite.
• Build the KGI franchise across your client network.

Compliance and Risk Management

• Maintain rigorous KYC, suitability and documentation standards.
• Ensure full adherence to MAS regulations and internal policies.
• Manage client portfolios within established risk parameters and investment guidelines.

Requirements

• Bachelor's Degree with a minimum of 5 years of wealth advisory experience.
• Track record of consistent revenue performance, ideally in private banking, wealth management or EAM.
• Strong command of investment products, portfolio construction and financial planning.
• Excellent communication, interpersonal and presentation skills.
• Proficiency in English and Mandarin to communicate effectively with Mandarin-speaking clients.