Client Adviser

4 days ago

Singapore HYPERSCAL SOLUTIONS PTE. LTD. Full time

**COMPANY DESCRIPTION**

MoneyOwl is a uniquely Singaporean social enterprise; 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 platform come together to journey with our customers at every stage of their lives. Our platform comprise four modules: fee-based end-to-end Comprehensive Financial Planning, insurance comparison, investment roboadvisory and simple will-writing.

**RESPONSIBILITIES**

As our adviser, 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. You will also provide more targeted advice on insurance products and investments, for clients who prefer to implement individual solutions.

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. This is made possible by our advisers being salary-based professionals - advisers do not receive commissions and are employees
- and our corporate purpose being a social mission rather than profit maximisation. Because of our bionic model that leverages 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:

- Provide comprehensive financial planning for clients
- 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 degree or Diploma in any discipline (finance-related qualifications preferred)
- 1 to 3 years of related advisory experience
- Competent in the fields of insurance planning & implementation
- 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

  • Client Adviser

    2 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...

  • Client Adviser

    1 week ago

    Singapore Income Insurance Limited Full time $60,000 - $120,000 per year

    About usIncome Insurance Limited is a leading provider of financial services, dedicated to helping individuals and families achieve their financial goals. With a strong focus on customer service and innovation, we have built a reputation for excellence in the industry. Join our team and be a part of our ongoing success story.About the roleAs a Client Adviser...

  • Client Adviser

    4 hours ago

    Singapore Income Insurance Limited Full time

    Income Insurance is Singapore's leading composite insurer, offering products and services that serve the protection, savings and investment needs of different life stages and for all segments of society. Income's innovative, data-driven and omni-channel approach puts us at the forefront of customer-centric solutions that meet rapidly evolving needs and...

  • Client Adviser

    1 day ago

    Singapore Income Insurance Limited Full time $40,000 - $60,000 per year

    DescriptionIncome Insurance is Singapore's leading composite insurer, offering products and services that serve the protection, savings and investment needs of different life stages and for all segments of society. Income's innovative, data-driven and omni-channel approach puts us at the forefront of customer-centric solutions that meet rapidly evolving...

  • Client Adviser

    6 days ago

    Singapore Income Insurance Limited Full time

    Income Insurance is Singapore's leading composite insurer, offering products and services that serve the protection, savings and investment needs of different life stages and for all segments of society. Income's innovative, data-driven and omni-channel approach puts us at the forefront of customer-centric solutions that meet rapidly evolving needs and...

  • Financial Advisers

    4 days ago

    Singapore CHARTWELL ASSOCIATES PTE. LTD. Full time

    Chartwell Associates Pte Ltd is an established and independently owned financial advisory company that specialises in financial advice high net worth individuals living in Singapore. We are looking for senior financial advisers who have good experience in dealing with High Net Worth individuals and have experience in personal finance...

  • Financial Adviser

    2 days ago

    Singapore GLOBAL FINANCIAL CONSULTANTS PTE. LTD. Full time

    Are you an **experienced financial adviser**looking for the right platform to take your career to the next level? At **Global Financial Consultants**(GFC), we provide the infrastructure, support, and client network you need to maximize your earnings and expand your portfolio. **Global Financial Consultants (GFC)**is one of Singapore’s most venerable and...

  • Adviser (Para Planner)

    1 week ago

    Singapore LIFE PLANNING ASSOCIATES PRIVATE LIMITED Full time

    This unique opportunity will foster your professional growth through the dynamic learning experience of LPA’s financial advisory services. You will shadow and support our senior advisers in servicing clients through the comprehensive analysis of our clients’ financial data and circumstances. You will be exposed to the various aspects of holistic...

  • Independent Financial Adviser

    2 weeks ago

    Singapore Avallis Financial Pte Ltd Full time

    At Avallis Financial, you have the power to chart your own career path. You define the pace of your growth - from an Independent Financial Adviser Representative to Senior Consultant and Principal consultant level - at which point you can choose to continue in general practice, manage a team or become a specialist. Our multi-representation and independence...

  • Investment Adviser

    1 week ago

    Singapore INTROPLS PTE. LTD. Full time

    Are you trying to make a career switch into a business that you can build, last you a lifetime and enjoy the flexibility of time. Our client is one of the largest brokerage house in Singapore and they are looking to financial/ investment advisers that are keen to excel in the investment business. The company will be fully supporting the individual in...