Company Overview

CGS International Securities Pte. Ltd. (CGS International) is an award-winning and market leading integrated financial services provider, ranked among the top securities houses in Asia.

CGS International taps on our wealth of global and ASEAN insights to offer equities trading, leveraged products, wealth management, investment banking, equities research, Shariah-compliant financing, fixed income, currency and commodities, structured products, and prime brokerage services in over 15 countries and regions.

Along with its parent organization China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Responsibilities

The Client Advisor (Junior) will support senior advisors while progressively developing client coverage capabilities and contributing to business growth. The Client Advisor(Junior) plays a critical role in ensuring excellent client service, maintaining client relationships, and assisting with the development of new business opportunities. This role provides a structured pathway to develop into a revenue-generating Relationship Manager over time; and is ideal for individuals with strong organizational skills, a client- centric mindset, and a passion for financial services.

Key Responsibilities:

Client Relationship Management& Execution Support

Participate in client meetings and gradually take on client engagement responsibilities
Assist in identifying new business opportunities and client acquisition
Support senior Client Advisors in servicing existing clients and managing day-to-day client needs
Assist with client onboarding processes, including KYC and documentation
Ensure timely follow-ups on client requests and escalate complex matters when required
Assist in identifying cross-selling and up-selling opportunities
Assist in trade execution support and follow up on trade-related matters

Portfolio Support and Maintenance

Support revenue generation through core products i.e. Equities, Structured Products, Margin Financing and investment ideas
Support client engagement initiatives to contribute to AUM and revenue growth
Assist in the preparation of client proposals, presentations, and review materials
Assist in monitoring client portfolios and escalate matters to the Client Advisor/ Supervisor when necessary
Maintain accurate and up-to-date client records in accordance with regulatory and internal requirements
Collaborate with investment consultants and product teams to support investment proposals, under the guidance of senior advisors

Operational and Administrative Support

Coordinate with internal departments to ensure seamless client service delivery
Handle administrative tasks such as scheduling meetings, preparing reports, and managing correspondence
Ensure adherence to internal processes, controls, and compliance standards
Perform ad-hoc tasks assigned by the Supervisor / Team Lead

Reporting and Tracking

Track and provide monthly updates on sales pipeline, including AUM and revenue
Prepare periodic reports and presentation materials for internal and client use

Job Requirements

Strong interpersonal and communication skills
Analytical and problem-solving skills with attention to detail
Ability to work independently and collaboratively in a team environment
Detail-oriented, organized, and le to multitask effectively
More than 5 years of experience in a financial services or client-facing role.
Familiarity with banking, private banking and wealth management related roles
Bachelor's degree in Business, Marketing, Banking, Finance, Economics, or a related field.
Professional certifications (e.g., CFA, CFP, or similar) are a plus.

Private Client Advisor