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 opportunityIWM 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 ResponsibilitiesClient Acquisition and Relationship ManagementIdentify 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 concerns professionally and promptly.
Business Development and Revenue GenerationAchieve and exceed AUM and revenue targets.Identify cross-sell opportunities across the firm's product and service suite.Build the KGI franchise across your client network.
Compliance and Risk ManagementMaintain rigorous KYC, suitability and documentation standards.Ensure full adherence to MAS regulations and internal policies.Manage client portfolios within established risk parameters and investment guidelines.
RequirementsBachelor's Degree with a minimum of 5 years of wealth advisory experience.Track record of consistent revenue performance, ideally in private banking, wealth management or EAM.Strong command of investment products, portfolio construction and financial planning.Excellent communication, interpersonal and presentation skills.Proficiency in English and Mandarin.Relevant CMFAS certifications.
As a Trading Solution Specialist, your primary role is to provide expertise and support in the implementation and maintenance of trading solutions for clients. You will work closely with both internal teams and external clients to ensure the successful integration of trading systems and platforms.
Responsibilities:Solution Implementation: Collaborate with clients to understand their trading requirements and translate them into effective solutions. Configure and implement trading platforms, software, and systems according to client specifications.Client Support: Provide technical assistance and support to clients during the onboarding process and throughout the entire trading lifecycle. Troubleshoot and resolve any issues or inquiries related to trading solutions promptly and effectively.System Integration: Work with various internal and external stakeholders, such as developers, analysts, and vendors, to integrate trading solutions with existing systems, infrastructure, and APIs. Ensure seamless data flow and connectivity between different trading platforms.Testing and Quality Assurance: Conduct rigorous testing of trading solutions to ensure accuracy, reliability, and compliance with regulatory standards. Identify and resolve any issues or bugs that may arise during the testing phase.Training and Documentation: Develop training materials, user guides, and documentation to facilitate the adoption and usage of trading solutions by clients. Conduct training sessions and workshops to educate clients on the features and functionalities of the trading platforms.Market Research: Stay updated with the latest trends, technologies, and regulatory changes in the trading industry. Conduct market research to identify new opportunities and recommend enhancements or additions to the existing trading solutions.Relationship Management: Build and maintain strong relationships with clients, understanding their trading needs and providing ongoing support and guidance. Collaborate with sales and account management teams to identify opportunities for upselling or cross-selling trading solutions.
Qualifications:Bachelor's degree in Computer Science, Information Technology, Finance, or a related field. Relevant certifications or additional qualifications are a plus.At least 7 years of proven experience in trading technology, financial software implementation, or related roles within the trading industry.In-depth knowledge of trading platforms, order management systems (OMS), execution management systems (EMS), algorithmic trading, market data feeds, and FIX protocol.Strong understanding of financial markets, trading workflows, and regulatory requirements.Proficiency in programming languages, such as Python, C++, or Java, for scripting and customization of trading solutions.Excellent problem-solving and analytical skills with the ability to troubleshoot and resolve technical issues effectively.Strong communication and interpersonal skills to collaborate with clients and internal teams.Attention to detail and the ability to work in a fast-paced and deadline-driven environment.
