KGI's International Wealth Management (IWM) team is scaling across multiple locations, and we are hiring entrepreneurial Client Advisors to grow with us in Singapore.
The opportunity
IWM in Singapore is effectively a startup within a multi-billion dollar Asia-based, Taiwan-listed financial group. You'll join the Day 1 team β building the business, shaping the platform, and working hands-on across product, process, and client coverage.
Key Areas of Responsibilities
Client Acquisition and Relationship Management
- 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, investment ideas and portfolio reviews.
- Handle client queries and concerns professionally and promptly.
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