Wealth Planning Associate — Tailored Plans & Portfolio Growth

Success Human Resource Centre; Singapore; On-site; SGD 55,800 - 111,600; Full time

Job summary

Success Human Resource Centre Pte Ltd. in Singapore is looking for a Financial Advisor to conduct financial assessments and develop personalized financial plans. The position requires excellent interpersonal skills and offers flexible working hours with a salary range of $5,000-$10,000.

This permanent role is open to candidates with no experience and emphasizes strong analytical abilities. You will cultivate long-term client relationships and ensure compliance with regulatory standards.

Qualifications

• Open to candidates with no experience.
• Strong analytical and problem-solving skills required.
• Excellent interpersonal and communication skills necessary.

Responsibilities

• Conduct thorough financial assessments of clients.
• Develop tailored financial plans for investments and savings.
• Recommend suitable financial products based on client needs.

Skills

Interpersonal and communication skills

Analytical and problem-solving skills

Microsoft Office proficiency

Job description

Success Human Resource Centre Pte Ltd. in Singapore is looking for a Financial Advisor to conduct financial assessments and develop personalized financial plans. The position requires excellent interpersonal skills and offers flexible working hours with a salary range of $5,000-$10,000.

This permanent role is open to candidates with no experience and emphasizes strong analytical abilities. You will cultivate long-term client relationships and ensure compliance with regulatory standards.