Wealth Planning Associate: Client Advisory & Growth

Placement Professionals, LLC; Singapore; On-site; SGD 42,000 - 66,000; Full time

Benefits offered by this job

Mentorship

Networking opportunities

Competitive pay

Learning program

Guidance and growth

Job summary

Placement Professionals, LLC is seeking a Financial Planning Associate to support the Executive Wealth Director in executing and managing clients' financial plans in Singapore. You will help develop sales strategies, gather client data, build financial models, and ensure service excellence.

The role involves engaging clients, preparing meetings, and handling account setup, transfers, and regulatory compliance while contributing to team development and operational efficiency.

Responsibilities

• Support the Director in developing sales strategies, planning initiatives, and achieving business targets.
• Prepare for client meetings by organising relevant documents, reports, and presentation materials.
• Engage with clients to collect financial information and provide suitable advisory solutions aligned with their goals and needs.
• Follow up with clients to confirm details, understand requirements, and ensure all matters are properly addressed.
• Build and maintain strong, professional, and trusted relationships with clients.
• Perform detailed analysis of financial information to identify patterns, opportunities, and areas requiring improvement.
• Assist with researching investment approaches, financial solutions, and market developments.
• Manage new account setup, transfers, deposits, withdrawals, and trade processing while ensuring accuracy and regulatory compliance.
• Maintain well-organised and updated client records and CRM databases.
• Ensure all activities comply with applicable regulations, legal requirements, and company standards.
• Support additional projects that improve financial planning processes and enhance operational effectiveness.

Job description

Placement Professionals, LLC is seeking a Financial Planning Associate to support the Executive Wealth Director in executing and managing clients' financial plans in Singapore. You will help develop sales strategies, gather client data, build financial models, and ensure service excellence.

The role involves engaging clients, preparing meetings, and handling account setup, transfers, and regulatory compliance while contributing to team development and operational efficiency.