Executive para Planner

6 days ago

Singapore Advisors' Clique Full time

You shall provide support to the Founder of Advisors’ Clique to nurture strong relationships with the high net worth, as well as mass affluent prospects and clients.

You shall engage in gathering data for clients, summarise and analyse their portfolio and assist to formulate a proposal for both risk and wealth management and finally you facilitate in the implementation of these solutions.

You shall also provide technical analysis, align and update the presentation materials and sales pitch with the launch of new products and highlighting the unique selling proposition.

**Requirements**:

- A recognised Degree.
- Min 3 years of experience as an Executive Para Planner.
- Prior experience in the Insurance and Banking industry preferred.
- Excellent verbal and written skills.
- Ability to communicate with people of all levels.
- Good organizational and project management skills, multi-task and prioritize work.
- Be proactive and solution oriented, able to work independently.
- Possesses strong analytical skills and detailed oriented.
- Energetic and displays a positive attitude to colleagues and customers in all situations.

**Job Types**: Full-time, Fresh graduate, Freelance

**Salary**: $4,000.00 - $40,000.00 per month

Schedule:

- Flexible hours
- Monday to Friday

Supplemental pay types:

- Commission pay

Work Location: One location

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