Paraplanner

2 days ago

Downtown Core, Singapore IPP Full time

Assisting in analyzing clients' needs, and researching and recommending suitable products aligned to their needs. Supporting Financial planner with administrative duties; such as preparing financial reports and making sure premium payment is made. Using various software to update clients' financial plans as client's situation changes, so require to help gather new information and provide financial planners with updated projections. May also require to attend client meetings to take notes and follow up on administrative tasks such as obtaining important documents.

*has to be meticulous and good working attitude
- patience as you need to handle or converse with different age groups of clients and also the Chinese market.
- Team work and able to multitask.

**Job Types**: Full-time, Permanent

Pay: $2,000.00 - $3,500.00 per month

**Benefits**:

- Employee discount
- Health insurance

Schedule:

- Monday to Friday

Supplemental Pay:

- Performance bonus

Work Location: In person

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