Financial Advisor

4 days ago

Downtown Core, Singapore Catalyst Wealth Advisory Full time $60,000 - $120,000 per year

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;

  • Meeting with clients to conduct KYC and fact finding to determine their financial objectives, risk tolerance, income, expenses and assets.
  • Offering strategic advice on products and services, such as investments, insurance coverage and estate planning tools.
  • Implement and/ or diversify their investment portfolio with stocks, bonds, unit trusts etc
  • Performing market research to stay current with financial trends
  • Preparing financial documents, such as income projections and investment reports
  • Maintaining compliance with all rules and regulations in the financial industry
  • Identifying and pursuing potential clients to maintain a strong client base

Benefits

  • Working amongst like-minded professionals
  • Well-rounded mentorship from industry experts that are well versed in both investment and wealth management
  • Transparent compensation packages/ 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 of

Job Types: Full-time, Permanent

Pay: $5, $25,000.00 per month

Benefits:

  • Flexible schedule
  • Work from home

Experience:

  • financial advisory: 3 years (Preferred)

License/Certification:

  • representative number registered with MAS (Preferred)

Work Location: Hybrid remote in Singapore 089315

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