Wealth Planner [Investment Advisory |Capital & Financial Markets] - Perm Role | CSBU01

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 80,000 - 120,000; Full time

Job summary

A prominent financial services firm in Singapore is seeking an experienced Wealth Planner to manage client accounts and ensure compliance with regulations. The ideal candidate has at least 7 years in the financial industry and holds relevant certifications. Responsibilities include analyzing client needs, managing account structures, and monitoring performance. Offering competitive compensation and a dynamic work environment.

Qualifications

• At least 7 years in financial industry in an investment advisory or related position.
• CACS certified CACS I and II.
• CMFRAS certified: M1B, M5, M6, M6A, M8, M8A.

Responsibilities

• Analyze client circumstances and recommend appropriate structures.
• Manage accounts in line with client objectives.
• Monitor account performance and ensure compliance.

Skills

Client analysis

Account management

Risk management

Regulatory compliance

Education

Bachelor's degree in Finance, Business, Economics, or Banking

Job description

This is a perm role for our client in the banking sector

The Wealth Planner is responsible for structured account conversations, account administration and risk management.

Sales Functions (50%)

• Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client
• Ensure the accounts are managed in accordance with the client objectives.
• Ensures that the account structure is attuned to changes in regulations and policies.

Administrative Functions (50%)

• Periodically reviews all structures and assets managed to ensure achievement of objectives and compliance to client’s mandates
• Monitors and reports the account performance, management and administration
• Ensure compliance of accounts and account process to rules, regulations and laws
• Ensures that risk exposures are within the Bank’s capacity to manage and that risks are consistent with its client’s respective risk profile and tolerance
• Stays abreast with the latest development in the capital and financial markets as well as with recent government policies and regulations effecting operations.

Qualifications

• Bachelors degree in fields either Finance, Business, Economics or Banking
• At least 7 years in financial industry in an investment advisory or related position.
• CACS certified CACS I and II
• CMFRAS certified: M1B, M5, M6, M6A, M8, M8A

Interested applicants, please click "APPLY NOW"

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