Senior Wealth Planner

CAREER STORY PTE. LTD.; Singapore; On-site; SGD 80,000 - 110,000; Full time

Job summary

A leading investment advisory firm in Singapore is seeking a Wealth Planner to analyze client needs and ensure compliance in account management. This role involves substantial responsibilities in risk assessment and administration, requiring a bachelor's degree in a related field and at least 7 years of experience in the financial industry. CACS and CMFRAS certifications are mandatory. Candidates will play a key role in ensuring the alignment of account structures with client objectives and regulatory changes.

Qualifications

• At least 7 years in financial industry in an investment advisory or related position.
• CACS and CMFRAS certifications are required.

Responsibilities

• Analyze client circumstances to recommend the appropriate structure.
• Monitor account performance and ensure compliance with regulations.
• Manage risk exposures within the Bank's capacity.

Skills

Sales

Relationship Management Skills

Risk Management

Administration

Compliance

Estate Planning

Performance Management

Education

Bachelors degree in Finance, Business, Economics or Banking

CACS certified CACS I and II

CMFRAS certified: M1B, M5, M6, M6A, M8, M8A

Job description

Roles & Responsibilities

Role: Wealth Planner [Investment Advisory |Capital & Financial Markets]

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

Job Scope

• Trust Advisory Business, Family Offices.
• Responsible for structured account conversions, account administration and risk management.

Job Description

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.

Skills & Educational 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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Joselito | EA Reg No: R25126580

Tell employers what skills you have

• Sales
• Relationship Management Skills
• Tolerance
• Wealth
• Risk Management
• Administration
• Planner
• Compliance
• Estate Planning
• Capital
• Performance Management