Toa Payoh - 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.

• 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.

• 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.

• 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.

• 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.

• 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.