Senior Wealth Advisor, HNWI & Cross-Border Solutions

KGI SECURITIES (SINGAPORE) PTE. LTD.

Singapore

On-site

SGD 150,000 - 280,000

Full time

14 days+

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Job summary

KGI SECURITIES (SINGAPORE) PTE. LTD. seeks a seasoned wealth management professional to lead relationships with high-net-worth clients, tailoring comprehensive investment strategies and cross-border solutions while delivering exceptional service.

Ideal candidates will have a proven track record in private banking, a deep understanding of global markets, and a strong compliance mindset to support growth across capital markets, private equity, insurance, and structured products.

Qualifications

  • Bachelor’s degree in Finance, Economics, Business Administration, or related fields.
  • Minimum 5 years’ experience in wealth management, private banking, or advisory roles.
  • Proven track record in acquiring and managing HNWI/UHNWI portfolios.
  • Strong understanding of global financial markets and investment solutions.
  • Excellent interpersonal, communication, and presentation skills.
  • Strong ethics, integrity, and adherence to compliance standards.

Responsibilities

  • Actively prospect, acquire, and nurture relationships with high-net-worth clients.
  • Develop and implement personalized wealth strategies including advisory, discretionary management, and structured products.
  • Coordinate cross-border wealth management solutions across KGI’s integrated services.
  • Engage in proactive client servicing and anticipate client needs.
  • Ensure compliance with regulatory standards and risk management frameworks.
  • Contribute to business development strategies and market insights.
  • Perform ad-hoc responsibilities as assigned.

Skills

Interpersonal skills
Communication skills
Presentation skills
Ethics & integrity
Compliance awareness

Education

Bachelor’s degree in Finance or related field

Job description

KGI SECURITIES (SINGAPORE) PTE. LTD. seeks a seasoned wealth management professional to lead relationships with high-net-worth clients, tailoring comprehensive investment strategies and cross-border solutions while delivering exceptional service.

Ideal candidates will have a proven track record in private banking, a deep understanding of global markets, and a strong compliance mindset to support growth across capital markets, private equity, insurance, and structured products.

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