The job posting is for a dual role of Marketing Executive & Paraplanner at CH INFINITE in Singapore, combining marketing execution and financial advisory support. The ideal candidate will be responsible for lead generation, brand building, and financial planning analysis
Job Summary
This dual role combines digital marketing execution with financial planning analysis to support client advisory work.
The successful candidate will plan campaigns, create educational content, and prepare detailed financial needs analysis reports.
Responsibilities include managing CRM leads, coordinating client events, and researching insurance products to compare insurer solutions.
Matching Summary
Match Score: 75
The job posting is for a dual role of Marketing Executive & Paraplanner at CH INFINITE in Singapore, combining marketing execution and financial advisory support. The ideal candidate will be responsible for lead generation, brand building, and financial planning analysis.
Skills & Requirements
Must-have
Digital marketing campaign execution
Financial fact-find summary preparation
CRM lead management and funnel tracking
Nice-to-have
Creative yet data-driven mindset
Strong analytical and presentation skills
Ability to manage multiple priorities
Key Requirements
Licensed agent in line with MAS regulations
Diploma or Degree in Marketing, Finance, Business, or related field preferred