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
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
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
Excellent communication and interpersonal
abilities
Client Advisor • Singapore