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LEO Wealth Singapore Pte. Ltd. is seeking a Senior Paraplanner to support their financial advisors in creating customized financial plans and managing client relationships. The role requires a strong foundation in wealth management, analytical skills, and relevant professional qualifications, along with a collaborative approach to deliver tailored solutions.
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Job Summary
This is a full-time hybrid role based in Singapore supporting financial advisors in preparing customized financial plans.
Key responsibilities include performing detailed financial analysis, assisting with onboarding, and ensuring regulatory compliance.
The ideal candidate will have over 3 years of experience in Private Wealth Management and strong analytical skills.
Matching Summary
Match Score: 75
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LEO Wealth Singapore Pte. Ltd. is seeking a Senior Paraplanner to support their financial advisors in creating customized financial plans and managing client relationships. The role requires a strong foundation in wealth management, analytical skills, and relevant professional qualifications, along with a collaborative approach to deliver tailored solutions.
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Skills & Requirements
Must-have
3+ years Private Wealth Management experience
Expertise in Financial Planning and Finance
Strong analytical skills for financial data
Proficiency in report writing with attention to detail
Knowledge of investments and portfolio strategies
Nice-to-have
Familiarity with wealth management software
Professional qualifications like CFP or CFA
Excellent verbal and written communication abilities
Proactive approach to problem-solving
Experience working with global team members
Key Requirements
3+ years work experience in Private Wealth Management
Professional qualifications (e.g., CFP, CFA) highly desirable