Client Advisor

About the role

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 organisation China Galaxy Securities, a leading securities house in China, CGS International is trusted by more than 15 million customers globally.

Role Summary:

The Client Advisor (Junior) will supportsenior 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 newbusiness opportunities. This role provides a structured pathway to develop intoa revenue-generating Relationship Manager over time and is ideal forindividuals with strong organizational skills, a client- centric mindset, and apassion for financial services.

Key Responsibilities:

1. 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

2. 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

3. 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

4. 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.