Wealth Management Associate
KGI Singapore
Posted
last week
Singapore, Singapore
Onsite
SGD 5K
Entry Level
Full Time
Sema Summary
The Wealth Management Associate supports Relationship Managers in client servicing and administrative tasks. This role involves gaining experience in investment execution and maintaining client relationships.
About Company
KGI Singapore is a financial services firm regulated by the Monetary Authority of Singapore (MAS), offering various trading, securities, and custodial services.
Core Requirements
- Bachelor's degree preferred
- 2–4 years experience in financial services
- Strong organizational skills
- Excellent communication skills
- Attention to detail
Responsibilities
- Support RMs with client onboarding and documentation.
- Prepare meeting materials and investment proposals.
- Respond to client inquiries professionally.
- Maintain CRM data integrity.
- Coordinate calendars and meeting logistics.
- Assist in internal communications and reports.
- Ensure adherence to compliance standards.
Must Have skills
Job Keywords
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