Client Advisor Support (Max $6.5K)

About the companyCGS 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.About the roleThe Client Advisor Support is responsible for providing support to Private Wealth (PW) in delivering exceptional wealth management services to high-net-worth clients. The Client Advisor Support is responsible for client servicing, account maintenance, onboarding, portfolio administration, trade execution support, and coordination with internal stakeholders to ensure a seamless client experience while adhering to regulatory and compliance requirements.Key Responsibilities:1. Client Relationship Management &Execution SupportSupport Client Advisors in servicing existing clients and managing day‑to‑day client needsAssist with client onboarding processes, including KYC and documentation· Support trade execution processes and follow up on trade-related matters with clients and internal stakeholders.Ensure timely follow‑ups on client requests and escalate complex matters when requiredAssist in identifying cross‑selling and up‑selling opportunities2. Portfolio Support and MaintenanceSupport client engagement initiatives to contribute to AUM and revenue growth· Support periodic account reviews and client documentation updates in accordance with regulatory requirements.Assist in the preparation of client proposals, presentations, and review materialsAssist in monitoring client portfolios and escalate matters to the Client Advisor / Supervisor when necessaryMaintain accurate and up‑to‑date client records in accordance with regulatory and internal requirements3. Operational and Administrative SupportCoordinate with internal departments to ensure seamless client service deliveryHandle administrative tasks such as scheduling meetings, preparing reports, and managing correspondenceEnsure adherence to internal processes, controls, and compliance standardsPerform ad‑hoc tasks assigned by the Supervisor / Team Lead4. Reporting and TrackingTrack and provide regular updates on sales pipeline, including AUM and revenuePrepare periodic reports and presentation materials for internal and client useJob RequirementsStrong interpersonal and communication skillsAnalytical and problem‑solving skills with attention to detailAbility to work independently and collaboratively in a team environmentDetail‑oriented, organized, and able to multitask effectively1–3 years of experience in a financial services or client-facing role.Familiarity with banking, private banking and wealth management related rolesBachelor’s degree in Business, Marketing, Banking, Finance, Economics, or a related field.Professional certifications (e.g., CFA, CFP, or similar) are a plus.Client‑centric mindset with a professional attitudeOpen‑minded and adaptable to changeWillingness to learn and grow within a client advisory or wealth management environment