Client Advisor

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 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 market research to ...