Islandwide, SG - ParaPlanner (Flexi / FT / PT / Internship)

Roles & Responsibilities

Our company is looking for a self driven professional who provides support to the Wealth Executive Director by handling wealth and financial administrative and technical tasks. These tasks will involve creating and managing a client's wealth and financial portfolio, and allowing the Director to focus more on building client relationships, providing strategic advice, and closing sales prospects.

Key Responsibilities

• Conduct thorough research on wealth and financial products, services, and market conditions to support advice and implementation of wealth and financial plans.
• Prepare and construct comprehensive wealth and financial plans, including suitability reports, and provide updated projections to the Director.
• Facilitate compliance checks to ensure that wealth and financial plans meet regulatory requirements.
• Handle administrative duties such as gathering documents, taking notes in client meetings.
• Assist with the administrative work to implement recommendations, such as processing applications for new accounts or policies.
• Answer technical queries and provide support on various wealth and financial planning-related issues.
• Provide support in maintaining client relationships, contact leading to sales contracts closure.
• Gather and organize client information, ensuring that records are accurate and up-to-date.
• Event management and follow-up.

If you have what it takes, we would like to hear from you!

Successful candidates will receive comprehensive training and support, including a lucrative compensation package.

Tell employers what skills you have

Sales

Administrative Work

Sales Management

Customer Relationships

Wealth

Customer Success

Selling

Planner

Compliance

Attention to Detail

Networking

Thorough Research

Regulatory Requirements

Scheduling