Financial Client Consultant - Hybrid Advisory & Investments

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

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.