Wealth Planning Associate — Client Advisory & Growth

HR SG PTE. LTD.; Singapore; On-site; SGD 38,000 - 60,000; Full time

Job summary

HR SG PTE. LTD. in Singapore seeks a Wealth Associate to support financial advisory activities, helping clients clarify goals, priorities and needs.

You will assist with client meetings, prepare planning materials and follow up with clients throughout the advisory process. Responsibilities include gathering client information, preparing profiles and illustrations, coordinating appointments and building relationships with clients while ensuring confidentiality and compliance with internal

Qualifications

• Diploma or Degree required.
• No prior experience necessary; candidates welcome to apply.

Responsibilities

• Assist with client discovery meetings by gathering information on clients’ financial circumstances, goals and priorities.
• Prepare client profiles, meeting materials and financial planning illustrations for review.
• Support financial planning discussions on protection, savings and retirement under supervision.
• Coordinate appointments, follow up on client enquiries and help clients complete documentation.
• Build relationships with prospective and existing clients through outreach and referrals.
• Maintain accurate client records and handle personal information in accordance with internal procedures.

Skills

Communication

Listening

Attention to detail

Client advisory

Education

Diploma or Degree

Job description

HR SG PTE. LTD. in Singapore seeks a Wealth Associate to support financial advisory activities, helping clients clarify goals, priorities and needs.

You will assist with client meetings, prepare planning materials and follow up with clients throughout the advisory process. Responsibilities include gathering client information, preparing profiles and illustrations, coordinating appointments and building relationships with clients while ensuring confidentiality and compliance with internal