Wealth Planning Support Specialist

5 days ago

Singapore beBeeWealth Part time $80,000 - $100,000

Job Title: Wealth Planning Support Specialist

We are seeking a highly skilled and motivated individual to join our team as a Wealth Planning Support Specialist. This is an exciting opportunity for a self-driven professional who wants to make a real impact in the financial industry.

About the Role:

The successful candidate will provide administrative support to our Wealth Executive Director, handling wealth and financial planning tasks, including creating and managing client portfolios, conducting research on market conditions, and preparing comprehensive plans.

Key Responsibilities:

  • Wealth Planning: Conduct thorough research on wealth and financial products, services, and market conditions to support advice and implementation of wealth and financial plans.
  • Plan Creation: Prepare and construct comprehensive wealth and financial plans, including suitability reports, and provide updated projections to the Director.
  • Compliance: Facilitate compliance checks to ensure that wealth and financial plans meet regulatory requirements.
  • Administrative Duties: Handle administrative duties such as gathering documents, taking notes in client meetings, and processing applications for new accounts or policies.
  • Technical Support: Answer technical queries and provide support on various wealth and financial planning-related issues.
  • Client Relationship Management: Provide support in maintaining client relationships, contact leading to sales contracts closure.
  • Record Keeping: Gather and organize client information, ensuring that records are accurate and up-to-date.

If you have what it takes to excel in this role, we would like to hear from you

Successful candidates will receive comprehensive training and support, including a competitive compensation package.

To be successful in this role, you will need:

  • A strong understanding of wealth and financial planning principles.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and problem-solving skills.
  • Proficiency in Microsoft Office Suite.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development.

  • Wealth Management Specialist

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will...

  • Wealth Planning Specialist, Wealth Planning

    6 days ago

    Singapore Bank of Singapore Full time

    At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and...

  • Wealth Management Specialist

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Wealth Planning Expert

    5 days ago

    Singapore beBeeProjectManager Full time $90,000 - $120,000

    Job Opportunity: Project Development SpecialistWe are seeking a skilled professional to support the Wealth Planning Solutions Hub (WPSH) in driving projects, enhancing processes, and maintaining resources across the private wealth space.This role involves collaborating with internal stakeholders, external advisors, and Relationship Managers to ensure...

  • Wealth Planning Support

    2 weeks ago

    Singapore ZEDRA TRUST COMPANY (SINGAPORE) LIMITED Full time

    **Purpose of Role** The Wealth Planning Support will: 1) Support the Wealth Planning team in the onboarding of high net worth individuals as trust clients. **Key Accountabilities** - Performing name screening and analysing screening results for potential clients according to MAS guidelines on anti-money laundering and countering financing of terrorism...

  • Bank Wealth Planning Support

    1 day ago

    Singapore GMP Group Full time

    **Private Bank - CBD / Downtown** **12 months contract - Wealth Planning Support** **Up to $6800** **_ Responsibilities: _** - Support Wealth Planning advisors and Relationship Managers in relation to the insurance referral process - Coordinate the review of new product launches from a wealth planning perspective by working with other internal...

  • Unique Wealth Planning Expertise

    2 weeks ago

    Singapore beBeeSuccession Full time $180,000 - $250,000

    Trust and Wealth Planning SpecialistOur esteemed client, a prominent family office in Asia, seeks an accomplished Trust and Wealth Planning professional to support their principals. This position offers a unique opportunity to work on intricate trust, estate, and succession planning matters, alongside family governance issues.

  • Client Wealth Executive

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    The Client Wealth Executive is an integral member of our Wealth Management & Sales team, responsible for providing exceptional support to our clients and wealth advisors. This role combines strong administrative and operational skills with a client-centric mindset, ensuring efficient service delivery and contributing to the overall client experience. The...

  • Wealth Advisory Intern

    5 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesAs a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...

  • Wealth Advisory Intern

    1 day ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities As a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and...