Financial Planning Associate

2 days ago

Central Region, Singapore Wealth Asia LLP Full time $60,000 - $120,000 per year

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 account applications, transfers, deposits/withdrawals, and trades as needed, ensuring accuracy and compliance.

Maintain accurate and organized client records and databases (CRM).

Ensure compliance with all relevant laws, regulations, and company policies.

Assist with special projects to enhance financial planning delivery and firm efficiency.

Continuous Learning and Professional Development:

Stay updated on industry trends, economic policies, and regulatory changes.

Engage in ongoing financial planning education and pursue relevant certifications

Actively participate in team meetings, training sessions, and professional development opportunities.

Benefits:

Hands-on experience in sales, business development and consulting/advisory relating to wealth management.

Opportunity to learn from experienced professionals and receive full guidance.

Exposure to real-world business scenarios.

Networking opportunities within the company.

Hybrid/Flexi/Part-Time Working Environment open for discussion

Pay/Allowance is negotiable upon your intake based on experience.

High allowance + commission.

Full learning experience and guidance provided.

  • Financial Planning

    6 days ago

    Central Region, Singapore Millennium & Copthorne International Limited Full time $90,000 - $120,000 per year

    We are seeking a highly analytical and detail-oriented Financial Planning & Analysis (FP&A) Analyst to join our finance team in the dynamic and fast-paced hospitality industry. This role is pivotal in driving data-driven decisions, budgeting, forecasting, and financial reporting across our hotel portfolio. The ideal candidate will combine strong financial...

  • Senior Associate, Financial Analyst, Management Reporting/Financial Planning

    6 days ago

    Central Region, Singapore DBS Bank Limited Full time $80,000 - $120,000 per year

    Business Function:Group Operations enables and empowers the bank with an efficient, nimble, and resilient infrastructure through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group Operations, we manage most of the Bank's operational processes and inspire to delight our business partners through our...

  • Senior Manager Financial Planning

    2 days ago

    Central Region, Singapore MINDSG LTD Full time $90,000 - $120,000 per year

    The role holder will be responsible for running a reliable and responsive Financial Planning and Analysis function that provides the Director of Finance, the Senior Management Team (SMT) and managers across the Organisation with value-add financial support and analysis which facilitates effective decision making.The role holder will be responsible for the...

  • Senior Manager, Financial Planning and Analysis

    14 hours ago

    Central Region, Singapore National University of Singapore Full time $120,000 - $180,000 per year

    Company description: The National University of Singapore is the national research university of Singapore. Founded in 1905 as the Straits Settlements and Federated Malay States Government Medical School, NUS is the oldest higher education institution in SingaporeJob description: About UsJoin the National University of Singapore (NUS) Finance Team - Where...

  • Financial Planning

    15 hours ago

    West Region, Singapore People Profilers Pte Ltd Full time $60,000 - $120,000 per year

    Job ID: 4RX6YWYVResponsibilities:Responsible in supporting our financial planning, forecasting, and strategic decision-making processes and in closely working with the FP&A Manager and cross-functional teams to deliver accurate, insightful financial analysis and support investment project evaluations.To identification/implementation of enhancement for...

  • Financial Adviser Representative – Wealth Manager

    2 weeks ago

    Central Region, Singapore Singlife Financial Advisers Pte. Ltd. Full time $60,000 - $120,000 per year

    Job Overview:We are looking for driven, people-focused individuals to join our team as Financial Adviser Representatives – Wealth Managers. This role offers the opportunity to develop and manage client portfolios by providing holistic financial advice, investment solutions, and wealth-building strategies. Key Responsibilities:Provide personalized...

  • Financial Planning

    1 week ago

    Kallang, Central Community Development Council, Singapore Ingram Micro Full time $90,000 - $120,000 per year

    The incumbent is to support all aspects of the financial planning and analysis, including but not limited to weekly forecasts, monthly forecast, quarterly forecast, month end closing and year end closing, budget and strategic plan. The position reports to CFO.ResponsibilitiesFinancial analysis and reportingEvaluates data and measures impact of risks and...

  • Assistant Manager/Manager, Accounting and Financial Planning

    2 weeks ago

    Central Region, Singapore Private Advertiser Full time $80,000 - $120,000 per year

    Your Roles:Collaborate with relevant departments to deliver operational analysis and financial insights that guide business strategy.Lead forecasting, budgeting, and strategic planning while managing month-end closing, financial reporting, and performance analysis to support informed leadership decisions and align with organizational goals.Monitor costs,...

  • audit associates

    15 hours ago

    Central Region, Singapore CKS ASSOCIATES Full time $60,000 - $120,000 per year

    About the role CKS ASSOCIATES' is seeking talented Audit Associates or Senior Audit Associates to join our dynamic team. This is a full-time position based in the Bishan Central Region. As an Audit Associate or Senior Audit Associate, you will play a crucial role in supporting our clients across a range of industries by conducting thorough audits and...

  • Financial Planning Analyst

    3 days ago

    Central Singapore Siemens Full time

    **Siemens Mobility** is an outstanding place to have a career in an innovative environment. Siemens Mobility Rail Infrastructure business supplies the global markets of rail and road-bound transport with innovative products and solutions for Rail Automation, Rail Electrification and in the area of intermodal mobility, apps and backend systems. **Your Role -...