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Client Adviser

2 weeks ago

Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

**COMPANY DESCRIPTION**
MoneyOwl is a financial adviser and fund management company licensed by the MAS. We aim to empower consumers to live life to the full by helping them make wise money decisions easily and confidently.

We are Singapore’s 1st Bionic Financial Adviser To be Bionic means to have the best of both worlds - humans and technology.

Both our dedicated client advisers and technology platforms come together to journey with our customers in every stage of their life.

**RESPONSIBILITIES**
**Enjoy a customer-oriented role and have a desire to serve the masses?**
**Hoping to find an advisory role that provides income stability?**
**Speak to us**

**Responsibilities**:

- Provide professional sound financial planning advice to assist clients to protect and build their wealth.
- Suggest and implement solutions efficiently and effectively.
- Build trusting relationships for MoneyOwl and its clients.

**QUALIFICATIONS

**Requirements**:

- Diploma in any field
- 1 year of related advisory experience (banking/insurance) is of advantage
- CMFAS certifications M5, M9, M9A and Health Insurance are required
- Passion for excellence and learning
- Self-starter and driven
- People-oriented with good interpersonal and strong listening skills