Client Advisor

CATALYST WEALTH ADVISORY PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Singapore seeks a Client Advisor for a full-time hybrid role. Responsibilities include providing services in financial planning, estate planning, and investment management. Successful candidates will lead KYC meetings, offer strategic financial advice, and comply with industry regulations. Ideal applicants are registered with the Monetary Authority of Singapore and have experience in retirement planning. Attractive compensation and mentorship opportunities await.

Benefits

Personalized mentorship

Attractive compensation packages

Supportive work environment

Qualifications

• Active representative registered with the Monetary Authority of Singapore.
• Experience in retirement planning and financial advisory.
• Good knowledge of investments and markets.

Responsibilities

• Provide financial advisory services including financial and estate planning.
• Conduct KYC and determine clients' financial objectives and risk tolerance.
• Offer strategic advice on products like investments and insurance.

Skills

Strong analytical skills

Excellent communication abilities

Problem-solving skills

Good knowledge of investments

Job description

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 collaborates 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
• Personalized mentorship
• Attractive and transparent compensation packages
• Supportive and vibrant environment

Requirements

• Is an active representative registered with the Monetary Authority of Singapore
• Experience in retirement planning and financial advisory
• Good knowledge of investments and markets
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities