Private Wealth Client Advisor – HNW Growth & Solutions

CGS International Securities Singapore

Singapore

On-site

SGD 120,000 - 180,000

Full time

22 hours ago
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Job summary

CGS International Securities Pte. Ltd. (CGS International) invites experienced private wealth professionals to join its Singapore team.

You will originate and develop high-net-worth client relationships, understand investment objectives, and deliver suitable solutions across equities, fixed income and funds. You will build a robust pipeline, conduct regular portfolio reviews, and collaborate with product and regional teams to offer differentiated investment ideas while ensuring

Qualifications

  • Strong client acquisition, networking and relationship-building capabilities.
  • Commercial orientation with ability to develop new client relationships and convert assets into sustainable revenue.
  • Good knowledge of financial markets and investment products.
  • Ability to understand client needs and communicate investment ideas and solutions effectively.
  • Strong interpersonal and communication skills; capable of working independently in an entrepreneurial environment.
  • Understanding of regulatory requirements relating to HNW advisory, suitability and KYC/AML, or ability to acquire the required knowledge.

Responsibilities

  • Originate and develop new HNW client relationships in Singapore and ASEAN.Build a sustainable pipeline and convert relationships into funded accounts.Provide investment advice aligned with client objectives and risk profile across assets.Review portfolios and identify investment opportunities; deepen wallet share.
  • Collaborate with product, research and regional teams to translate market views into client solutions.
  • Ensure compliance with KYC/AML and regulatory requirements; adhere to internal policies.

Skills

Client acquisition
Networking
Relationship-building
Understanding client needs
Communication skills
Independent working
KYC/AML knowledge

Education

CMFAS qualifications

Job description

CGS International Securities Pte. Ltd. (CGS International) invites experienced private wealth professionals to join its Singapore team.

You will originate and develop high-net-worth client relationships, understand investment objectives, and deliver suitable solutions across equities, fixed income and funds. You will build a robust pipeline, conduct regular portfolio reviews, and collaborate with product and regional teams to offer differentiated investment ideas while ensuring

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