Financial Planning Associate

Placement Professionals, LLC; Singapore; Presencial; SGD 42 000 - 66 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Mentorship

Networking opportunities

Competitive pay

Learning program

Guidance and growth

Resumo da oferta

Placement Professionals, LLC is seeking a Financial Planning Associate to support the Executive Wealth Director in executing and managing clients' financial plans in Singapore. You will help develop sales strategies, gather client data, build financial models, and ensure service excellence.

The role involves engaging clients, preparing meetings, and handling account setup, transfers, and regulatory compliance while contributing to team development and operational efficiency.

Responsabilidades

• Support the Director in developing sales strategies, planning initiatives, and achieving business targets.
• Prepare for client meetings by organising relevant documents, reports, and presentation materials.
• Engage with clients to collect financial information and provide suitable advisory solutions aligned with their goals and needs.
• Follow up with clients to confirm details, understand requirements, and ensure all matters are properly addressed.
• Build and maintain strong, professional, and trusted relationships with clients.
• Perform detailed analysis of financial information to identify patterns, opportunities, and areas requiring improvement.
• Assist with researching investment approaches, financial solutions, and market developments.
• Manage new account setup, transfers, deposits, withdrawals, and trade processing while ensuring accuracy and regulatory compliance.
• Maintain well-organised and updated client records and CRM databases.
• Ensure all activities comply with applicable regulations, legal requirements, and company standards.
• Support additional projects that improve financial planning processes and enhance operational effectiveness.

Descrição da oferta de emprego

The Financial Planning Associate supports the Executive Wealth Director in executing and managing clients' financial plans. This role covers sales strategy development, achieving performance targets, gathering and analysing client data, financial modelling, client engagement, and administrative responsibilities to deliver excellent service and help clients achieve their financial goals.

Key Responsibilities:

• Support the Director in developing sales strategies, planning initiatives, and achieving business targets.
• Prepare for client meetings by organising relevant documents, reports, and presentation materials.
• Engage with clients to collect financial information and provide suitable advisory solutions aligned with their goals and needs.
• Follow up with clients to confirm details, understand requirements, and ensure all matters are properly addressed.
• Build and maintain strong, professional, and trusted relationships with clients.
• Perform detailed analysis of financial information to identify patterns, opportunities, and areas requiring improvement.
• Assist with researching investment approaches, financial solutions, and market developments.
• Manage new account setup, transfers, deposits, withdrawals, and trade processing while ensuring accuracy and regulatory compliance.
• Maintain well-organised and updated client records and CRM databases.
• Ensure all activities comply with applicable regulations, legal requirements, and company standards.
• Support additional projects that improve financial planning processes and enhance operational effectiveness.

Continuous Learning and Professional Development:

• Stay informed about industry developments, economic changes, and regulatory updates.
• Participate in continuous financial planning education and work towards relevant professional certifications.
• Take an active role in team discussions, training programmes, and career development activities.

Benefits:

• Hands-on experience in sales, business development, and wealth management advisory.
• Opportunity to gain knowledge from experienced professionals through structured guidance and mentorship.
• Exposure to practical business situations and real-world client scenarios.
• Networking opportunities within the company.
• Pay/Allowance is negotiable upon your intake based on experience.
• High allowance + commission.
• Full learning experience and guidance provided.

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