Wealth Advisor

KGI Securities (Singapore) Pte. Ltd.

Wealth Advisor

KGI Securities (Singapore) Pte. Ltd.


Job Nature: Permanent

Position Level: Entry Level, Experienced

Job Category: Investments/Fund Management, Insurance Agents/Brokers

Qualification: Bachelor's / Honours


KGI Securities, a wholly-owned subsidiary of China Development Financial (CDF), is a market leader in a broad range of areas, including brokerage, investment banking, fixed income, proprietary trading, wealth management and a variety of derivatives products. In addition to Taiwan, KGI Securities has a presence in Hong Kong, China, Thailand, Singapore and Indonesia. As part of KGI Securities' ambitious growth plans in the wealth management business, the Company is looking for individuals to join the Singapore based team as Wealth Advisor.

 

As a Wealth Advisor, you will be expected to provide comprehensive, one-stop financial advisory services to KGI clients through our wealth management products that will include Insurance, Unit Trust, Exchanged Traded Fund (ETF), Fixed Income and Structured Products. You will be guided and mentored in the first 12 months on Unit Trust and Insurance products before learning Fixed Income and Structured Products as part of portfolio construct and re-balancing. The successful candidate will be expected to play a critical role in expanding the Company's onshore base through the acquisition of new and the development of existing clients. To strengthen the wealth planning process, you will be engaging high net-worth and affluent clients for relationship management, financial health check and fact-finding.

 

To help you succeed in your role and develop your financial planning and advisory skills, you will be guided and trained by product specialists and product partners. There will be on-the-job training and a mentor assigned to guide you.  

 

We are looking for:

  • Graduates with keen interest in the financial industry
  • Required to take pass the relevant CMFAS modules (sponsored by the Company)
  • Fast track career progression to Senior Advisor
  • Attractive salary package of Basic Salary + Incentives + Monthly Commission + Production Bonus
  • Adaptable and able to thrive within a challenging environment
  • Strong team player, fast learner, proactive and keen interest to excel in sales
  • Good people management and interpersonal skills

 

Join us and discover a rewarding and challenging career with KGI Singapore. 

 

We offer attractive salary package and long term career development to the successful candidates.  You are invited to email your cover letter and full resume to [Click Here to Email Your Resume]

 

We thank you for your interest and please note that only shortlisted candidates will be notified.


Company Overview

Effective 2nd October 2017, KGI Securities Co. Ltd. (Taiwan)’s operations in Singapore, namely KGI Securities (Singapore) Pte. Ltd. and KGI Futures (Singapore) Pte. Ltd. are amalgamated into a single entity with KGI Securities (Singapore) Pte. Ltd. as the operating entity. This amalgamation is an internal reorganization exercise. By operation of law, all the property, rights, privileges, liabilities and obligations of KGI Futures (Singapore) Pte. Ltd. will be automatically transferred to and vest in the amalgamated KGI Securities (Singapore) Pte. Ltd.KGIS
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