Client Advisor Support

About CGS International Securities Pte. Ltd.

CGS International Securities Pte. Ltd. is a leading integrated financial services provider in Asia, recognized for its award-winning solutions and ranking among the top securities houses. It provides a broad range of services including equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products, and prime brokerage across over 15 countries in the ASEAN region and beyond. As a subsidiary of China Galaxy Securities, it serves over 15 million clients globally.

Role Overview

The Client Advisor Support role focuses on assisting the Private Wealth team to deliver excellent wealth management services to high-net-worth clients. This position involves client servicing, onboarding and account maintenance, portfolio support, trade execution assistance, and collaborating with internal teams to guarantee a smooth client experience while complying with regulatory standards.

Key Responsibilities

• Assist Client Advisors with managing existing client relationships and daily needs.
• Support client onboarding processes including KYC verification and documentation handling.
• Help facilitate trade execution and liaise with clients and internal parties regarding trade matters.
• Ensure timely response to client inquiries and escalate complex issues as needed.
• Contribute to cross-selling and up-selling initiatives.
• Support client engagement activities that foster asset under management (AUM) and revenue growth.
• Assist with periodic account reviews and ensure client documentation is compliant with regulatory requirements.
• Help prepare client proposals, presentations, and review documents.
• Assist in monitoring client portfolios and escalate any issues to the Client Advisor or Supervisor.
• Maintain accurate and updated client records compliant with internal and regulatory standards.
• Coordinate with internal departments to provide seamless service delivery.
• Manage administrative tasks including scheduling meetings, preparing reports, and handling correspondence.
• Adhere to internal processes, control measures, and compliance guidelines.
• Complete additional tasks as assigned by the Supervisor or Team Lead.
• Track sales pipelines regularly, including AUM and revenue figures, and prepare corresponding reports and materials for internal and client use.

Qualifications and Experience

• Bachelor's degree in Business, Marketing, Banking, Finance, Economics, or a similar discipline.
• Between 1 to 3 years of experience in client-facing or financial services roles.
• Familiarity with banking, private banking, and wealth management operations.
• Excellent interpersonal and communication abilities.
• Strong analytical, problem-solving skills with great attention to detail.
• Capability to work independently and collaboratively within a team setting.
• Highly organized, detail-oriented, and efficient in multitasking.
• Professional certifications like CFA or CFP are advantageous but not mandatory.
• A client-focused approach combined with a professional demeanor.
• Adaptability and openness to change.
• Motivation to learn and progress within a client advisory or wealth management environment.