Client Advisor

2 weeks ago

Singapore CATALYST WEALTH ADVISORY PTE. LTD. Full time
Roles & Responsibilities

Company Description

We are a team of close-knit financial professionals, comprising of former bankers and industry experts. We prioritize building long-term relationships with our clients and aligning work with personal values. To achieve this, the company collaborate with 12 diverse partners, ensuring a comprehensive range of insurance and wealth products for our clients.

Role Description

This is a full-time hybrid role. The Client Advisor will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments;

  • Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets.
  • Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools.
  • Implement and/ or diversify their investment portfolio with stocks, bonds , unit trusts etc
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Maintaining compliance with all rules and regulations in the financial industry
  • Identifying and pursuing potential clients to maintain a strong client base

Benefits

  • Working amongst like-minded professionals
  • Personalized mentorship
  • Attractive and transparent compensation packages
  • Supportive and vibrant environment

Requirements

  • Is an active representative registered with the Monetary Authority of Singapore
  • Experience in retirement planning and financial advisory
  • Good knowledge of investments and markets
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal abilities
Tell employers what skills you have

Wealth Management
Financial Planning
Investments
Relationship Management
Financial Markets
Adaptability
Estate Planning
Communication Skills
Banking
Retirement Planning
Financial Advisory
Customer Service
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