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.