Wealth Planning Partner PT/FT

3 weeks ago

Singapur, Singapore Prudential Assurance Company Singapore Full time

Overview

At Playmaker, we combine the visionary spirit of a sports playmaker with the transformative magic of origami to redefine financial planning. Our goal is to safeguard dreams, build legacies, and forge futures through innovative and empathetic financial strategies.

Role Description

This is a full-time hybrid role for a Wealth Planning Partner at Playmaker located in Singapore. The Wealth Planning Partner will be responsible for daily tasks related to analytical skills, financial planning, communication, customer service, and finance while having the flexibility to work from anywhere.

Qualifications
  • Analytical Skills, Planning, and Communication
  • Finance and Customer Service skills
  • Strong interpersonal and communication skills
  • Ability to analyze complex financial data
  • Experience in financial planning or wealth management is a Plus
  • Local Diploma, 'A' levels or Bachelor’s degree
  • 21yrs old and above
Employment Type
  • Full-time
Seniority level
  • Entry level
Job function
  • Management and Manufacturing

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