Financial Planning Specialist
2 days ago
We are seeking a highly skilled Financial Planning Specialist to join our Trust Advisory Business team in Singapore. The successful candidate will be responsible for managing structured accounts, ensuring compliance with client mandates and regulatory requirements.
Key Responsibilities:
- Analyze client circumstances, objectives, and limitations to recommend suitable account structures
- Ensure account management aligns with client objectives and regulatory requirements
- Monitor and report account performance, management, and administration
- Identify and mitigate risks associated with account exposures
- Stay up-to-date with market developments, government policies, and regulations affecting operations
Requirements:
- Degree in Finance, Accounting, or related field
- Minimum 3 years of experience in financial planning, trust advisory, or wealth management
- Strong analytical, problem-solving, and communication skills
- Familiarity with relevant laws, regulations, and industry standards
What We Offer:
- Competitive salary: SGD 120,000 - 180,000 per annum
- Benefits package including medical insurance, retirement plan, and paid leave
- Opportunities for professional growth and development
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