Client Advisor Associate

1 day ago


Singapore KGI SECURITIES (SINGAPORE) PTE. LTD. Full time
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

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