Para Planner

WEALTH ASIA LLP

Islandwide, Singapore
Lucrative compensation pyckage; comprehensive trai...
Wealth and financial product research
Comprehensive wealth plan construction
Sales target achievement
The role involves supporting a Wealth Executive Director by managing wealth planning, administrative tasks, and sales activities

Job Summary

  • The role involves supporting a Wealth Executive Director by managing wealth planning, administrative tasks, and sales activities.
  • Candidates are expected to conduct thorough market research and prepare comprehensive financial plans with suitability reports.
  • Successful applicants will receive comprehensive training and a lucrative compensation package.

Matching Summary

Match Score: 85

The role involves supporting a Wealth Executive Director by managing wealth planning, administrative tasks, and sales activities.

Salary

Lucrative compensation package; Comprehensive training provided

Skills & Requirements

Must-have

  • wealth and financial product research
  • comprehensive wealth plan construction
  • sales target achievement
  • regulatory compliance checks
  • client relationship maintenance

Nice-to-have

  • self-driven professional attitude
  • event management skills
  • technical query resolution
  • strategic advice support

Key Requirements

  • Self-driven professional capability
  • Ability to meet sales targets
  • Knowledge of regulatory requirements

Work Rights

Not specified

Tailored Resume

Cover Letter