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Client Advisor

Client Advisor

CATALYST WEALTH ADVISORY PTE. LTD.Singapore
30+ days ago
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 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

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