Financial Advisor

2 days ago

Downtown Core, Singapore Catalyst Wealth Advisory 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;
- 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: $5,000.00 - $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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