ParaPlanner

Wealth Asia LLP; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services company in Singapore seeks a self-driven professional to support the Wealth Executive Director. Responsibilities include managing client financial portfolios, conducting sales, and ensuring compliance with regulatory requirements. The ideal candidate should be able to provide administrative support and maintain client relationships effectively. Comprehensive training and a lucrative compensation package will be provided.

Benefits

Comprehensive training

Lucrative compensation package

Responsibilities

• Conduct thorough research on wealth and financial products.
• Conduct sales and develop sales strategies.
• Prepare and construct comprehensive wealth and financial plans.
• Facilitate compliance checks for regulatory requirements.
• Handle administrative duties such as gathering documents.
• Assist with the implementation of recommendations.
• Answer technical queries related to wealth management.
• Provide support in maintaining client relationships.
• Gather and organize client information accurately.
• Manage events and follow-up.

Job description

Our company is looking for a self-driven professional who provides support to the Wealth Executive Director by handling wealth and financial administrative and technical tasks. These tasks will involve creating and managing a client’s wealth and financial portfolio, sales prospecting and meeting targets.

Key Responsibilities

• Conduct thorough research on wealth and financial products, services, and market conditions to support advice and implementation of wealth and financial plans.
• Conduct sales, develop sales strategies, and meet sales targets.
• Prepare and construct comprehensive wealth and financial plans, including suitability reports, and provide updated projections to the Director.
• Facilitate compliance checks to ensure that wealth and financial plans meet regulatory requirements.
• Handle administrative duties such as gathering documents, taking notes in client meetings.
• Assist with the administrative work to implement recommendations, such as processing applications for new accounts or policies.
• Answer technical queries and provide support on various wealth and financial planning-related issues.
• Provide support in maintaining client relationships, contact leading to sales contracts closure.
• Gather and organize client information, ensuring that records are accurate and up-to-date.
• Event management and follow-up.

If you have what it takes, we would like to hear from you! Successful candidates will receive comprehensive training and support, including a lucrative compensation package.