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.

**Benefits**
- Working amongst like-minded professionals
- Personalized mentorship
- Transparent compensation structure
- Supportive and vibrant environment

**Requirements**:

- Is an active representative registered with the Monetary Authority of Singapore
- Experience in Retirement Planning and Financial Advisory
- Knowledge of Investments
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities


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