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Urgent! Wealth Management Associate Job Opening In Singapore, Singapore – Now Hiring KGI Securities (Singapore) Pte. Ltd.
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.
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Unlock Your Wealth Management Potential: Insight & Career Growth Guide
Real-time Wealth Management Jobs Trends in Singapore, Singapore (Graphical Representation)
Explore profound insights with Expertini's real-time, in-depth analysis, showcased through the graph below. This graph displays the job market trends for Wealth Management in Singapore, Singapore using a bar chart to represent the number of jobs available and a trend line to illustrate the trend over time. Specifically, the graph shows 6430 jobs in Singapore and 5838 jobs in Singapore. This comprehensive analysis highlights market share and opportunities for professionals in Wealth Management roles. These dynamic trends provide a better understanding of the job market landscape in these regions.
Great news! KGI Securities (Singapore) Pte. Ltd. is currently hiring and seeking a Wealth Management Associate to join their team. Feel free to download the job details.
Wait no longer! Are you also interested in exploring similar jobs? Search now: Wealth Management Associate Jobs Singapore.
An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at KGI Securities (Singapore) Pte. Ltd. adheres to the cultural norms as outlined by Expertini.
The fundamental ethical values are:The average salary range for a Wealth Management Associate Jobs Singapore varies, but the pay scale is rated "Standard" in Singapore. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.
Key qualifications for Wealth Management Associate typically include Other General and a list of qualifications and expertise as mentioned in the job specification. Be sure to check the specific job listing for detailed requirements and qualifications.
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Here are some tips to help you prepare for and ace your job interview:
Before the Interview:To prepare for your Wealth Management Associate interview at KGI Securities (Singapore) Pte. Ltd., research the company, understand the job requirements, and practice common interview questions.
Highlight your leadership skills, achievements, and strategic thinking abilities. Be prepared to discuss your experience with HR, including your approach to meeting targets as a team player. Additionally, review the KGI Securities (Singapore) Pte. Ltd.'s products or services and be prepared to discuss how you can contribute to their success.
By following these tips, you can increase your chances of making a positive impression and landing the job!
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