Wealth Planning Associate - Flexible Hours & Growth

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; Hybrid; SGD 55,800 - 111,600; Full time

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. in Singapore is looking for dedicated individuals for a permanent financial advisory position. Responsibilities include conducting financial assessments, developing tailored financial plans, and recommending suitable products. Candidates are welcomed with no experience, provided they hold at least a diploma and possess strong analytical and communication skills.

The role offers flexible working hours in a supportive environment aiming to foster long-term client relationships and ensure compliance with legal regulations.

Qualifications

• Open to candidates with no experience.
• Ability to work independently and as a team player.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans covering various strategies.
• Recommend suitable financial products based on clients’ needs.
• Monitor and review clients’ portfolios regularly.
• Communicate complex financial information clearly.
• Maintain up‑to‑date knowledge of financial products and regulatory changes.
• Foster long‑term relationships with clients.
• Ensure compliance with regulatory requirements.
• Collaborate with other professionals for holistic solutions.

Skills

Excellent interpersonal and communication skills

Strong analytical and problem-solving skills

Proficiency in Microsoft Office applications

Education

Minimum Diploma

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. in Singapore is looking for dedicated individuals for a permanent financial advisory position. Responsibilities include conducting financial assessments, developing tailored financial plans, and recommending suitable products. Candidates are welcomed with no experience, provided they hold at least a diploma and possess strong analytical and communication skills.

The role offers flexible working hours in a supportive environment aiming to foster long-term client relationships and ensure compliance with legal regulations.