Client Advisor Associate

As a Client Advisor Associate, you will work alongside senior Client Advisors 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 Client Advisors 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.