全职 Client Consultant 工作, 薪水, Catalyst Wealth Advisory 公司招聘中 - Ricebowl

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

Benefits

• Working amongst experienced professionals
• A clear career roadmap with personalized guidance from dedicated manager
• Supportive and vibrant environment
• Transparent compensation packages

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