Wealth Management Associate

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

Job summary

A financial services company in Singapore is seeking a Wealth Management Associate to work alongside senior Relationship Managers in a client-facing role. Responsibilities include client onboarding, documentation, investment execution, and ensuring compliance with regulations. The ideal candidate will have 2-4 years of experience in wealth management and a Bachelor's degree. This role offers a dynamic environment with growth opportunities.

Qualifications

• 2–4 years of experience in private banking or wealth management.
• Relevant certifications (e.g. CMFAS Modules) preferred.
• Comfortable in fast-paced, multi-tasking environments.

Responsibilities

• Support Relationship Managers with client onboarding and documentation.
• Prepare meeting materials and respond to client inquiries.
• Ensure adherence to compliance and risk standards.

Skills

Strong organisational skills

Communication skills

Interpersonal skills

Attention to detail

Education

Bachelor’s degree

Job description

As a Wealth Management Associate, you will work alongside senior Relationship Managers in a client-facing support capacity, gaining hands-on experience in investment execution, portfolio administration, and day-to-day relationship management.

Client Servicing and Administration

• Support RMs and Team Heads with client onboarding, documentation, data entry, and post-meeting follow-ups.
• Prepare meeting materials, portfolio reports, investment proposals, and review packs.
• Respond to client inquiries with professionalism and attention to detail.
• Maintain CRM data integrity and support administrative workflows.
• Coordinate calendars, travel schedules, and meeting logistics.
• Provide coverage during RM absences to ensure uninterrupted client support.

Business Management

• Liaise with compliance, legal, and operations for account onboarding and KYC processes.
• Track pipeline activity, prepare reports, and support internal communications.
• Assist in client events, pitchbooks, and business development efforts.
• Maintain high standards in administrative efficiency and documentation accuracy.

Investment Support and Development

• Learn core advisory principles and portfolio construction techniques.
• Assist in preparing market updates, asset allocation ideas, and product recommendations.
• Participate in internal investment forums and contribute to discussions.

Risk and Compliance

• Ensure adherence to MAS regulations and KGI internal risk and compliance standards.
• Escalate concerns or deficiencies in a timely and appropriate manner.
• Monitor account documentation, payment instructions, and client activity logs.
• Maintain ethical, compliant behaviour in all interactions.

Requirements

• Bachelor’s degree preferred; relevant certifications (e.g. CMFAS Modules).
• 2–4 years of experience in private banking, wealth management, or client-facing financial services.
• Strong organisational, communication, and interpersonal skills.
• High attention to detail and comfort with fast-paced, multi-tasking environments.
• Fluent in English; additional regional language(s) an advantage.