Wealth Planning Associate to Director

Wealth Asia; Singapore; On-site; SGD 39,000 - 61,000; Full time

Job summary

Wealth Asia is seeking an Executive Wealth Support professional in Singapore to assist the Executive Wealth Director with administrative, analytical, and client-facing duties. You will manage client accounts, prepare reports, and support in sales activities, ensuring accuracy and regulatory compliance.

The role involves calendar management, meeting coordination, and travel arrangements, along with drafting client communications and maintaining portfolio records.

Qualifications

• Requires strong administrative capabilities and the ability to analyze information.
• Proven ability to communicate with clients and schedule meetings.
• Experience handling client files, paperwork and regulatory compliance considerations.
• Ability to prepare materials, reports and presentations for client meetings.
• Support in closing sales and achieving sales targets.

Responsibilities

• Provide direct administrative and analytical support to the Executive Wealth Director and his team.
• Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings.
• Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards.
• Prepare necessary materials, reports, and presentations for client review meetings.
• Para planner in closing sales and meeting sales targets.
• Handle the opening, closing, transferring, and maintenance of client accounts.
• Accurately update client information, transaction records, and portfolio details in the firm's system.
• Manage the Executive Wealth Manager's calendar, client appointment setting, and travel arrangements if necessary.
• Draft and send professional correspondence (emails, letters) to clients and internal teams.
• Generate performance reports, portfolio summaries, and asset allocation breakdowns for clients.
• Process and monitor wealth and financial plans under the direction of the Wealth Manager (may require licencing).
• Assist with calculating and processing client management fees and service charges.
• Conduct basic research on investments, market trends, or financial products as requested.

Skills

Administrative support

Client communication

Scheduling

Data entry

Reporting

Presentations

Calendar management

Travel planning

Writing emails

Analytical skills

Job description

Wealth Asia is seeking an Executive Wealth Support professional in Singapore to assist the Executive Wealth Director with administrative, analytical, and client-facing duties. You will manage client accounts, prepare reports, and support in sales activities, ensuring accuracy and regulatory compliance.

The role involves calendar management, meeting coordination, and travel arrangements, along with drafting client communications and maintaining portfolio records.