Paraplanner

This is a full-time hybrid role based in Singapore, with flexibility for some work-from-home arrangements. As a Senior Paraplanner / Senior Wealth Associate / Relationship Manager, you will support financial advisors in preparing customized financial plans, reports, and presentations for clients. Key responsibilities include performing detailed financial analysis, assisting with onboarding and account opening, client account reviews, and ensuring compliance with regulatory standards. You will work closely with other global team members to deliver tailored wealth management solutions to enhance client outcomes.

Qualifications

• Wealth management experience
• Expertise in Financial Planning and Finance
• Strong Analytical Skills and proficiency in understanding financial data
• Knowledge of Investments and portfolio strategies
• Proficiency in Report Writing with attention to detail
• Strong organizational skills and a proactive approach to problem-solving
• Excellent verbal and written communication abilities
• Professional qualifications (e.g., CFP, CFA, or similar) are highly desirable
• Familiarity with wealth management software is an advantage
• 3+ years of work experience with Private Wealth Management