Client Consultant

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

Job summary

A financial advisory firm in Singapore is seeking a Client Consultant for a full-time hybrid role. The Consultant will provide financial advisory services, including financial and estate planning, and investment management. Key responsibilities include meeting clients, conducting KYC, offering strategic product advice, and maintaining compliance with industry regulations. Ideal candidates should enjoy client interactions, have strong analytical and communication skills, and be willing to learn about the financial markets.

Benefits

Working amongst experienced professionals

Clear career roadmap with personalized guidance

Supportive and vibrant environment

Transparent compensation packages

Qualifications

• Keen interest in financial planning advisory.
• Eagerness to meet clients and build relationships.
• Willingness to undergo training and obtain certifications.
• Desire to learn about markets and investments.

Responsibilities

• Provide financial advisory services including planning and managing investments.
• Conduct KYC and fact finding with clients to assess financial objectives.
• Offer advice on investments and insurance coverage.
• Implement and diversify clients' investment portfolios.
• Perform market research on financial trends.
• Prepare financial documents such as projections and reports.
• Ensure compliance with financial industry regulations.
• Identify and pursue potential clients.

Skills

Strong analytical skills

Excellent communication

Problem-solving

Interpersonal abilities

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 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 Consultant 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 experienced professionals
• A clear career roadmap with personalized guidance from dedicated manager
• Supportive and vibrant environment
• Transparent compensation packages

Requirements

• Have keen interest in financial planning advisory
• Enjoy meeting clients and building relationships
• Ready to undergo trainings and obtain necessary certifications required for the role
• Have a thirst for learning about markets and investments
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities