Client Consultant
External
Catalyst Wealth Advisory · Keppel South Central, SingaporePrepare for this interview
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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
Benefits
Additional Information
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
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