Client Advisor Associate — Investment Support & Onboarding

KGI SECURITIES (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 50,000 - 70,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a Client Advisor Associate to assist senior Client Advisors in client servicing and administration. The role involves supporting onboarding, maintaining CRM data integrity, and ensuring compliance with regulations. Ideal candidates should have 2-4 years in private banking or wealth management, strong organizational and communication skills, and be fluent in English. This position offers a dynamic environment and the opportunity to gain hands-on investment experience.

Qualifications

• 2-4 years of experience in private banking, wealth management, or client-facing financial services.
• Relevant certifications (e.g. CMFAS Modules).
• Fluent in English; additional regional language(s) an advantage.

Responsibilities

• Support Client Advisors in client servicing and administration.
• Coordinate calendars, travel schedules, and meeting logistics.
• Ensure adherence to MAS regulations and internal compliance standards.

Skills

Organisational skills

Communication skills

Interpersonal skills

Attention to detail

Education

Bachelor's degree preferred

Job description

A leading financial services firm in Singapore is seeking a Client Advisor Associate to assist senior Client Advisors in client servicing and administration. The role involves supporting onboarding, maintaining CRM data integrity, and ensuring compliance with regulations. Ideal candidates should have 2-4 years in private banking or wealth management, strong organizational and communication skills, and be fluent in English. This position offers a dynamic environment and the opportunity to gain hands-on investment experience.