(Associate) 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.

**3 best things about the job**:

- Being part of Singapore’s 1st Bionic Financial Adviser
- Being salary-based professionals - advisers do not receive commissions and are employees
- and our corporate purpose being a social mission rather than profit maximisation.
- Coming together with technology platforms to journey with our customers in every stage of their life

**RESPONSIBILITIES**

A MoneyOwl adviser harmonises fiduciary duty of doing what is best for the client with sales excellence. At the same time, as a professional, MoneyOwl advisers will always choose doing the right thing by clients over personal sales goals.

Our bionic model leverages on technology, as well as our corporate network, our advisers do not focus on prospecting but on serving clients who come to MoneyOwl through our multi-faceted technology platform or centralised marketing initiatives.

As a MoneyOwl Client Adviser of Singapore’s First Bionic Financial Advisor, you will:

- Perform holistic financial planning that involves robo-enabled insurance, investment, will-writing and retirement planning incorporating national schemes such as CPF, SSB, etc.
- Provide more targeted advice on insurance products and investments, for clients who prefer to implement individual solutions.
- Assess clients’ needs and recommend fit-for-purpose solutions
- Provide insurance advice and implement insurance solutions efficiently
- Guide and coach clients on low-cost and diversified investing
- Constantly upgrade advisory skills by attending training courses internally/externally
- Provide bespoke advisory services to walk-in and online customers
- Collaborate with the Financial Literacy team on educational outreach to our growing list of corporate partners

**QUALIFICATIONS**
- **Requirements**:

- Bachelor’s degree or Diploma in any discipline
- Broad knowledge in more than one area of finance (across investments, insurance, wills, CPF and other national schemes) and a strong interest and ability to build knowledge across all areas
- AFP, AWP, CFP and CFA qualifications will be an advantage
- Passion to make a difference to the Singapore population through personal finance
- Good communication, interpersonal, and listening skills
- Willing to work hard, humble and have a growth mindset
- Thirst for learning in areas of comprehensive, competent & conflict-free financial advice

**OTHER INFORMATION**:

  • Financial Advisers

    2 weeks ago

    Singapore IFAMatch Full time

    Our Client has an opportunity for Singapore based financial advisers to join their team. Advisers who can relocate to Singapore are also invited to apply. Roles are employed with a salary plus comms. **Job Detail**: **The Company** Our Client is directly authorised by the Monetary Authority of Singapore (MAS) and is a specialist wealth management firm...

  • Financial Adviser

    1 week ago

    Singapore ALVIN WANG INVESTMENTS PTE. LTD. Full time

    **Financial Adviser** Choosing this career can make a massive impact on your life in the next 5 to 10 years, as all the success stories of our top financial advisers and wealth managers have shown. How do you know if this is the right opportunity for you? Ask yourself: - Want to earn unrestricted and multiple streams of income based on your performance? -...

  • Financial Adviser

    4 weeks ago

    Singapore IPP FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesIPP have been providing quality financial advice in Singapore since 1983. The Expat Advisory Group, a specialist division within the Company are seeking experienced financial advisers to join their expanding team. Only the most motivated, highly driven and successful need apply.Relevant tertiary educational qualifications (or...

  • Financial Adviser Assistant

    1 week ago

    Singapore CMG WEALTH MANAGEMENT PTE. LTD. Full time

    **Company Overview**: At CMG Wealth Management Ptd. Ltd., we are committed to providing our clients with expert financial advice and comprehensive insurance solutions. We pride ourselves on our collaborative approach, innovative strategies, and dedication to client satisfaction. We are currently seeking a motivated and detail-oriented Financial Adviser...

  • Financial Adviser

    2 weeks ago

    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    **Why GFC?**: - Training & Support Provided - We ensure that you’re given opportunities to succeed - Career Advancement Opportunities - Quarterly Team-Building Initiatives - Close-Knit Environment - Opportunity to work with a diverse team Global Financial Consultants (GFC) is one of Singapore’s most venerable and longest established wealth management...

  • Customer Service Adviser

    4 weeks ago

    Singapore ARF (ASIA PACIFIC) PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Provide a one-stop General Insurance Solution to our customer Client Servicing includes attending to client's enquiries, assisting in obtaining the most competitive quotation Liaising with insurers for quotations, enquiries or requests from client and following up on quotations and policies Renewals Servicing...

  • Client Onboarding Advisor

    1 week ago

    Singapore Bank of Singapore Full time $90,000 - $120,000 per year

    At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

  • Financial Adviser

    1 week ago

    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    **Why GFC?**: - Training & Support Provided - We ensure that you’re given opportunities to succeed - Career Advancement Opportunities - Quarterly Team-Building Initiatives - Close-Knit Environment - Located at CBD, minutes away from Raffles Place & Telok Ayer MRT - Opportunity to work with a diverse team Global Financial Consultants (GFC) is one of...

  • Financial Adviser Trainee

    6 days ago

    Singapore HR FOCUS Full time

    Financial Adviser Trainee (Entrepreneurial Career · Performance-Based Income)Capital Tower Our client, GEN Financial Advisory , is a Singapore-owned and independently run financial advisory firm. Unlike tied agencies at large insurers, GEN reps are free to recommend solutions from multiple insurance and investment partners — always in the client’s best...

  • Financial Adviser Trainee

    6 days ago

    Singapore HR FOCUS Remote Work Freelance Full time

    Financial Adviser Trainee (Entrepreneurial Career • Performance-Based Income) Capital TowerOur client is a Singapore-owned and independently run financial advisory firm. Unlike tied agencies at large insurers, their reps are free to recommend solutions from multiple insurance and investment partners - always in the client's best interest.Why join us?...