💼 Full-Time Position

Client Advisor

🏢
Catalyst Wealth Advisory
📍 singapore, singapore, Singapore
📍
Location
singapore, Singapore
📅
Posted
June 25, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job 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 mark...