Financial Planning Associate

WEALTH ASIA LLP; Singapore; Hybrid; SGD 60,000 - 80,000; Part time

Job summary

A wealth management firm in Singapore seeks a Financial Planning Associate to support the Executive Wealth Director. You will assist in sales planning, client communication, and financial analysis, all while maintaining client records and ensuring compliance. This role offers hybrid working, high allowance, and commission, fostering hands-on experience and professional growth within the industry.

Benefits

Hands-on experience in wealth management

Networking opportunities

Full learning experience and guidance

Qualifications

• Strong analytical skills to conduct in-depth financial data analysis.
• Excellent communication skills for client interactions.
• Ability to work in a fast-paced and flexible environment.

Responsibilities

• Support Director in sales planning and strategies.
• Prepare client meetings and necessary documentation.
• Communicate with clients to gather necessary financial information.
• Maintain accurate and organized client records.

Skills

Sales planning

Client communication

Financial analysis

Problem solving

Job description

The Financial Planning Associate provides support to the Executive Wealth Director in implementation and ongoing management of client financial plans. This role involves sales planning and strategies, achieving sales target, data gathering, analysis and financial modeling, client communication, and administrative tasks, all contributing to delivering exceptional client service and achieving client financial objectives.

Key Responsibilities:

Support Director in sales planning, strategies and achieve sales targets.

Prepare client meetings, including compiling necessary documents, reports, and presentations.

Communicate with clients to gather financial information and provide advisory solutions to their financial needs and objectives.

Follow up with clients to validate data, clarify objectives, and ensure all requests are fulfilled.

Maintain strong, credible relationships with clients.

Conduct in-depth analysis of financial data to identify trends, variances, and areas for improvement.

Assist in research and analysis of investment strategies, financial products, and market trends.

Process new account applications, transfers, deposits/withdrawals, and trades as needed, ensuring accuracy and compliance.

Maintain accurate and organized client records and databases (CRM).

Ensure compliance with all relevant laws, regulations, and company policies.

Assist with special projects to enhance financial planning delivery and firm efficiency.

Continuous Learning and Professional Development:

Stay updated on industry trends, economic policies, and regulatory changes.

Engage in ongoing financial planning education and pursue relevant certifications

Actively participate in team meetings, training sessions, and professional development opportunities.

Benefits:

Hands-on experience in sales, business development and consulting/advisory relating to wealth management.

Opportunity to learn from experienced professionals and receive full guidance.

Exposure to real-world business scenarios.

Networking opportunities within the company.

Hybrid/Flexi/Part-Time Working Environment open for discussion

Pay/Allowance is negotiable upon your intake based on experience.

High allowance + commission.

Full learning experience and guidance provided.