Client Advisor

Responsibilities

• Actively prospect, acquire, and nurture relationships with high-net-worth clients, understanding their comprehensive financial objectives.
• Develop and implement personalized wealth strategies, including investment advisory, discretionary portfolio management, structured products, and private market opportunities.
• Coordinate cross-border wealth management solutions, leveraging KGI’s integrated financial services across capital markets, private equity, insurance, and structured solutions.
• Engage in proactive client servicing, anticipating client needs and delivering exceptional service standards.
• Ensure compliance with regulatory standards, internal policies, and KGI’s risk management frameworks.
• Contribute to business development strategies, market insights, and enhancement of KGI’s wealth management offerings.
• Any other ad-hoc responsibilities assigned.

Requirements

• Bachelor’s degree, preferably in Finance, Economics, Business Administration, or related fields.
• Minimum of 5 years' experience in wealth management, private banking, or similar advisory roles, demonstrating consistent performance in client relationship management.
• Proven track record of acquiring and managing HNWI/UHNWI client portfolios.
• Strong understanding of global financial markets, investment solutions, and wealth advisory practices.
• Excellent interpersonal, communication, and presentation skills.
• Strong ethics, integrity, and adherence to compliance standards.