Client Advisor

CATALYST WEALTH ADVISORY PTE. LTD.

Singapore, Singapore
Not specified; not specified; attractive + transpy...
Active representative registered with mas
Experience in retirement planning
Strong knowledge of investments and markets
The Client Advisor will provide comprehensive financial advisory services including financial planning, estate planning, and investment management

Job Summary

  • The Client Advisor will provide comprehensive financial advisory services including financial planning, estate planning, and investment management.
  • The role involves meeting clients to conduct KYC and fact-finding sessions to determine their financial objectives and risk tolerance.
  • Employees benefit from working among like-minded professionals with personalized mentorship and attractive transparent compensation packages.

Matching Summary

Match Score: 85

The Client Advisor will provide comprehensive financial advisory services including financial planning, estate planning, and investment management.

Salary

Not specified; Not specified; Attractive and transparent compensation packages

Skills & Requirements

Must-have

  • Active representative registered with MAS
  • Experience in retirement planning
  • Strong knowledge of investments and markets

Nice-to-have

  • Excellent communication and interpersonal abilities
  • Strong analytical and problem-solving skills
  • Personalized mentorship environment

Key Requirements

  • Active representative registration with Monetary Authority of Singapore
  • Experience in retirement planning and financial advisory
  • Good knowledge of investments and markets

Work Rights

Must be an active representative registered with the Monetary Authority of Singapore

Tailored Resume

Cover Letter