Client Advisor

2 weeks ago

Singapore CATALYST WEALTH ADVISORY PTE. LTD. Full time
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

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