Client Advisor

Responsibilities • Actively prospect, acquire, and nurture relationships with high-net-worth clients, understanding their comprehensive financial objectives. • Develop and implement personalized wealth strategies, including investment advisory, discretionary portfolio management, structured products, and private market opportunities. • Coordinate cross-border wealth management solutions, leveraging KGI’s integrated financial services across capital markets, private equity, insurance, and structured solutions. • Engage in proactive client servicing, anticipating client needs and delivering exceptional service standards. • Ensure compliance with regulatory standards, internal policies, and KGI’s risk management frameworks. • Contribute to business development strategies, market insights, and enhancement of KGI’s wealth management offerings. • Any other ad-hoc responsibilities assigned. Requirements • Bachelor’s degree, preferably in Finance, Economics, Business Administration, or related fields. • Minimum of 5 years' experience in wealth management, private banking, or similar advisory roles, demonstrating consistent performance in client relationship management. • Proven track record of acquiring and managing HNWI/UHNWI client portfolios. • Strong understanding of global financial markets, investment solutions, and wealth advisory practices. • Excellent interpersonal, communication, and presentation skills. • Strong ethics, integrity, and adherence to compliance standards.