Financial Planning Associate

4 days ago

Singapore WEALTH ASIA LLP Full time

The Financial Planning Associate provides support to the Executive Wealth Director in implementation and ongoing management of client financial plans. This role involves sales planning and strategies, achieving sales target, data gathering, analysis and financial modeling, client communication, and administrative tasks, all contributing to delivering exceptional client service and achieving client financial objectives.
Key Responsibilities:
Support Director in sales planning, strategies and achieve sales targets.
Prepare client meetings, including compiling necessary documents, reports, and presentations.
Communicate with clients to gather financial information and provide advisory solutions to their financial needs and objectives.
Follow up with clients to validate data, clarify objectives, and ensure all requests are fulfilled.
Maintain strong, credible relationships with clients.
Conduct in-depth analysis of financial data to identify trends, variances, and areas for improvement.
Assist in research and analysis of investment strategies, financial products, and market trends.
Process new

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