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Financial Planning Professional
1 week ago
We are Itinere Organisation, a group of Financial Advisor Representatives representing PFPFA. We specialise in estate planning services and offer a wide range of financial solutions for different customer segments covering retail clients, private clients, and family offices.Role Description:
This is a full-time hybrid role for a Wealth Management Associate at Itinere Organisation in Singapore. The Wealth Management Associate will be responsible for financial planning, communication with clients, utilizing analytical skills, managing finances, and making investment decisions.Key Responsibilities
- Develop and implement comprehensive financial plans for clients.
- Communicate effectively with clients to understand their financial goals and objectives.
- Analyse financial data and make informed investment decisions.
- Manage client relationships and provide exceptional service.
To succeed in this role, you will need:
- 21 years old and above
- Local Diploma/ A-Level Certificate/ Bachelor's degree (preferably in Banking & Finance, Business Management, Law, or related fields)
- Proficient in speaking and written English
- Ability to work independently and be a collaborative team member
