Client Consultant

Company DescriptionWe 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 DescriptionThis 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 etcPerforming market research to stay current with financial trendsPreparing financial documents, such as income projections and investment reportsMaintaining compliance with all rules and regulations in the financial industryIdentifying and pursuing potential clients to maintain a strong client baseBenefitsWorking amongst experienced professionalsA clear career roadmap with personalized guidance from dedicated managerSupportive and vibrant environmentTransparent compensation packagesRequirementsHave keen interest in financial planning advisoryEnjoy meeting clients and building relationshipsReady to undergo trainings and obtain necessary certifications required for the roleHave a thirst for learning about markets and investmentsStrong analytical and problem-solving skillsExcellent communication and interpersonal abilities