Client Consultant

16 hours 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 Consultant will be responsible for providing financial advisory services, including but not limited to financial planning, estate planning and managing investments. Benefits Working amongst experienced professionals A clear career roadmap with personalized guidance from dedicated manager Supportive and vibrant environment Transparent compensation structure Requirements Have keen interest in financial planning advisory Enjoy meeting clients and building relationships Ready to undergo trainings and obtain necessary certifications required for the role Strong analytical and problem-solving skills Excellent communication and interpersonal abilities #J-18808-Ljbffr


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