(Associate) Client Adviser

3 days 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**:

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