Client Advisor - CATALYST WEALTH ADVISORY PTE. LTD.

Roles & Responsibilities

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

Requirements

Tell employers what skills you have

Wealth Management

Financial Planning

Investments

Relationship Management

Financial Markets

Adaptability

Estate Planning

Communication Skills

Banking

Retirement Planning

Financial Advisory

Customer Service

Financial Services