Senior Wealth Advisor, ASEAN & Greater China

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 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.