Wealth Management Associate

3 days ago

Central Region, Singapore KGI Securities (Singapore) Pte. Ltd. Full time $60,000 - $120,000 per year

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 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.

  • Wealth Management Associate

    4 days ago

    Central Region, Singapore Asia Human Capital Pte Ltd Full time

    About the roleWe are seeking a talented Wealth Management Associate to join our team at Asia Human Capital Pte Ltd, a leading financial services firm in the Central Region. As a Wealth Management Associate, you will play a vital role in providing comprehensive financial planning and investment advisory services to our discerning clientele. This is a...

  • Wealth Management Associate

    1 week ago

    Central Region, Singapore MyWealth SG Full time $120,000 - $300,000 per year

    Looking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?If you are looking for a new setup with system and structure in place to success, or a change of new environment to bring your passion into the next career, find out moreSounds like a dream...

  • Management Associate

    3 days ago

    Central Region, Singapore iHarvest Wealth Management Pte. Ltd. Full time

    Step Into a Leadership Future in Financial ServicesAt iHarvest Wealth Management, we are shaping the next generation of leaders through a dynamic and immersive Management Associate (MA) Program. If you are a fresh graduate ready to take on new challenges, make real impact, and grow across departments, this program is your gateway to a meaningful career in...

  • Wealth Manager

    2 weeks ago

    Central Region, Singapore MyWealth SG Full time $150,000 - $500,000 per year

    Looking for a career that's let you take charge of your work life and the flexibility to push for higher income, or attractive remuneration with rewarding incentive trips?Sounds like a dream career? Then you'll fit right in at Atlas Advisors Group.We believe in making a difference in this career path. It's not just another job. We are looking for creative...

  • Team Support Manager

    1 week ago

    Central Region, Singapore Ascendance Wealth Management Full time $24,000 - $72,000 per year

    CompanyAscendance Wealth ManagementDesignationTeam Support ManagerDate Listed25 Jul 2025Job TypeEntry Level / Junior Executive, Experienced / Senior ExecutiveFree/ProjPart/TempJob PeriodImmediate Start - Flexible EndProfessionAdmin / SecretarialIndustryInsuranceLocation NameCentral Area, SingaporeWork from HomeAddressCentral Area, SingaporeMapAllowance /...

  • Financial Planning Associate

    2 days ago

    Central Region, Singapore Wealth Asia LLP Full time $60,000 - $120,000 per year

    The Financial Planning Associate provides support to the Executive Wealth Director in implementation and ongoing management of client financial plans. This role involves sales planning and strategies, achieving sales target, data gathering, analysis and financial modeling, client communication, and administrative tasks, all contributing to delivering...

  • Marketing Manager

    1 week ago

    Central Region, Singapore Ascendance Wealth Management Full time $40,000 - $80,000 per year

    CompanyAscendance Wealth ManagementDesignationMarketing ManagerDate Listed25 Jul 2025Job TypeEntry Level / Junior Executive, Experienced / Senior ExecutiveFree/ProjPart/TempJob PeriodImmediate Start - Flexible EndProfessionMarketing / Public RelationsIndustryInsuranceLocation NameCentral Area, SingaporeWork from HomeAddressCentral Area, SingaporeMapAllowance...

  • Wealth Manager

    3 days ago

    Central Region, Singapore Alan Lok & Associates Full time $60,000 - $120,000 per year

    Join UsJoin one of the Agencies in Prudential Financial Advisers Singapore. Prudential Financial Advisers Singapore is licensed by the Monetary Authority of Singapore and backed by Prudential, one of Singapore's leading life insurance companies.Executive Wealth Director Alan Lok has many years of experience in the financial services industry, as Financial...

  • Wealth Management Associate

    3 days ago

    Central Region, Singapore HSBC Life Full time $60,000 - $80,000 per year

    Are you embarking on a new career or a mid-career switcher looking to explore a different job scope? HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a wide variety of...

  • Wealth Management Associate

    3 days ago

    Central Region, Singapore HSBC Life Full time $60,000 - $120,000 per year

    Are you a fresh graduate looking for new opportunity or a mid-career switcher looking to explore a different job scope? HSBC Life is a world-class institution where you can specialize in wealth management and enjoy the advantages that come with being part of a leading global international bank. At HSBC Life we help deliver on these promises by providing a...