Opportunity Description
KGI's International Wealth Management (IWM) team is scaling across multiple locations, and we are hiring entrepreneurial Client Advisors to grow with us in Singapore.
The opportunity
IWM in Singapore is effectively a startup within a multi-billion dollar Asia-based, Taiwan-listed financial group. You'll join the Day 1 team — building the business, shaping the platform, and working hands-on across product, process, and client coverage.
Key Areas of Responsibilities
Client Acquisition and Relationship Management
- Identify and build relationships with HNW and UHNW prospects across ASEAN and Greater China.
- Grow and deepen relationships with new and existing clients.
- Assess each client's investment objectives, risk appetite and broader financial needs.
- Deliver timely market views, investment ideas and portfolio reviews.
- Handle client queries and conc...