Client Advisor

1 week ago

Singapore Cornerstone Full time

About Us
Cornerstone, founded in 1996, is a premier independent insurance broker and financial advisory with 29 years of experience. As a member of the Steadfast network of brokers, we champion clients' interests by providing independent financial solutions. We offer Corporate Risk Management, Independent Financial Advisory, and Private Wealth Management services to individuals, families, and corporate entities.
Role Description
This is a self-employed, full-time hybrid role for a Client Advisor at Cornerstone. As a Client Advisor, you will play a pivotal role in delivering holistic financial planning solutions to a diverse range of market segments, including professionals, high-net-worth (HNW) clients, and corporate entities. Your primary responsibility is to assess clients' financial situations, goals, and risk tolerance to provide tailored advice across wealth management, investment strategies, insurance, retirement planning, estate planning, and corporate risk and financial solutions.
Develop and maintain strong relationships with a broad client base, from individuals to corporations.
Provide tailored financial strategies across wealth accumulation, risk management, tax planning, estate planning, and retirement planning.
Offer corporate clients guidance on employee benefits, business continuity planning, corporate investments, and treasury management.
Guide clients on asset allocation, passive and active investment strategies, and alternative investments.
Ensure all recommendations comply with financial regulations and industry best practices.
Keep up to date with regulatory changes and financial market developments.
Professional development will be provided along with training.
Leads will be provided for you to develop, engage and convert.
Meet clear regulation and revenue KPI goals.
Required Qualifications & Expertise
A recognized university degree.
Proven experience in advisory for either individuals or corporate entities, ideally 3 or more years in a client-facing role.
Strong past performance in meeting revenue goals.
For selected candidates without prior experience, there will be a pre-interview session to determine suitability.
Strong communicator, analytical skills, detail-oriented and self-motivated.
Strong advisory skills and product knowledge.
Possess the following relevant qualifications: HI, M5, M6, M6A, M8, M8A, M9, M9A, BCP, PGI, CommGI (Or a minimum of HI, M5, M9 and M9A with an expectation to complete the other qualifications within 2 years).
Must be familiar with Singapore's financial regulatory framework.
Disclaimer
Cornerstone is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Seniority level
Entry level
Employment type
Full-time
Job function
Consulting, Information Technology, and Sales
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