Wealth Strategy Paraplanner - Analysis, Reports & Planning

Unicorn; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

Unicorn in Singapore seeks a Paraplanner to support Family Wealth Specialists by delivering technical financial analysis, strategy development, and documentation that align with investors' long-term wealth goals and ethical advisory standards.

You will perform modelling, prepare detailed reports, monitor portfolios, and assist with reviews, risk assessment, and due diligence, while collaborating with wealth consultants to enhance client outcomes.

Qualifications

• Background in finance, economics, accounting, or related fields.
• Progress towards CFP or CFA certifications is advantageous.
• Experience in financial planning or wealth management preferred.
• Paraplanning experience is a plus.

Responsibilities

• Conduct in-depth financial analysis of investors’ positions.
• Assist in structuring wealth strategies and scenario modelling.
• Prepare personalised family wealth reports aligned with goals.
• Ensure compliance and maintain investor records.

Skills

Financial Analysis

Strategy Formulation

Financial Modelling

Documentation

Education

CFP

CFA

Job description

Unicorn in Singapore seeks a Paraplanner to support Family Wealth Specialists by delivering technical financial analysis, strategy development, and documentation that align with investors' long-term wealth goals and ethical advisory standards.

You will perform modelling, prepare detailed reports, monitor portfolios, and assist with reviews, risk assessment, and due diligence, while collaborating with wealth consultants to enhance client outcomes.