Client Advisor

Roles & Responsibilities

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

Tell employers what skills you have

Wealth Management

Marketing Strategy

Sales Management

Relationship Management

customer account management

Developed business plans

Compliance

AML

KYC

Financial Services