Current jobs related to Wealth Planner Support - Singapore - GMP Group
-
Wealth Planner
3 weeks ago
Singapore ABUNDANT LIFE PLANNERS PTE LTD Full timeRoles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...
-
Wealth Planner
2 weeks ago
Singapore ABUNDANT LIFE PLANNERS PTE LTD Full timeRoles & Responsibilities Job Description We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial...
-
Wealth Planner
6 days ago
Singapore ABUNDANT LIFE PLANNERS PTE LTD Full timeRoles & Responsibilities Job Description We are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial...
-
Wealth Planner
4 days ago
Singapore SNAPHUNT PTE. LTD. Full time**The Role** **In need of an experienced and dedicated Wealth Planner who will provide holistic wealth management solution to clients.** **Your responsibilities will include**: - Managing client’s financial portfolio while building long lasting relationships - Evaluating clients' financial documents including their income, expenses, and liabilities. -...
-
Wealth Planner
3 days ago
Singapore EFG International Full timeThe Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives. Main Responsibilities Meet with clients and EFG Client Relationship Officers (CROs)...
-
Wealth Planner
2 weeks ago
Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time**Job Description**: As a Wealth Planner, you will be responsible for: - **Client Acquisition & Relationship Management**: Cultivating strong relationships with UHNW individuals and families, providing them with tailored wealth management services that align with their financial and legacy goals. - **Philanthropic Advisory**: Working closely with clients on...
-
Wealth Planner
4 days ago
Singapore EFG International Full time $150,000 - $200,000 per yearThe Wealth Planner is responsible to identify and develop wealth planning strategies - including through the use of insurance solutions, trusts, foundations, Family office, companies and other complex structures - to address clients wealth planning needs and objectives.Main ResponsibilitiesMeet with clients and EFG Client Relationship Officers (CROs) to...
-
Managing Director
6 days ago
Singapore Leo Wealth Full timeManaging Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...
-
Wealth Planner
3 weeks ago
Singapore HR FOCUS Full timeRoles & ResponsibilitiesWealth Planner(Entrepreneurial Career · Performance-Based Income) Capital TowerOur client, GEN Financial Advisory, is a Singapore-owned and independently run financial advisory firm. Unlike tied agencies at large insurers, GEN reps are free to recommend solutions from multiple insurance and investment partners — always in the...
-
Managing Director
6 days ago
Singapore Leo Wealth Full timeManaging Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

Wealth Planner Support
3 weeks ago
**Responsibilities**:
- Provide secretarial and administrative support to the wealth planning team
- Support the advisors with the research, preparation of proposal to clients
- Ensure proper and timely reporting of cases and reports
- Support the Wealth Planners and RMs in relation to insurance
- Coordinate the review of new product launches
**Requirements**:
- Min Diploma/Degree holder with at least 2 years of relevant experience
- Relevant work experience in client servicing roles in Banking environment
- Good communication skills
**This Singapore-based position is opened to Singaporeans only.**
Please state your **availability**, **current** and **expected salary** in the resume.
GMP Technologies (S) Pte Ltd | EA Licence: 11C3793 | Nurul Amirah | Registration No: R22108940