Wealth Management Associate

2 days ago


Singapore KGI Securities (Singapore) Pte. Ltd. Full time

As a Wealth Management 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 Client Advisors' absences to ensure uninterrupted client support. Business Management Liaise with compliance, legal, and operations for


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