Wealth Planning Partner PT/FT

4 days 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

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

  • Wealth Planning Manager

    4 days ago

    Singapur, Singapore DBS Bank Full time

    Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank 3 months ago Be among the first 25 applicants Join to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Who You Are Who You AreYou have our customers’ best interests at...

  • Back to Work- Wealth Planning Manager

    4 days ago

    Singapur, Singapore DBS Bank Full time

    Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group Join to apply for the Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS Bank Back to Work- Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group 3 months ago Be among the first 25...

  • Head of Premier and Wealth Distribution

    4 days ago

    Singapur, Singapore HSBC Full time

    Overview Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International...

  • Business Compliance Service Manager

    4 days ago

    Singapur, Singapore OCBC Full time

    Business Compliance Service Manager - FT Join to apply for the Business Compliance Service Manager - FT role at OCBC Business Compliance Service Manager - FT 3 weeks ago Be among the first 25 applicants Join to apply for the Business Compliance Service Manager - FT role at OCBC Get AI-powered advice on this job and more exclusive features. WHO WE ARE:...

  • Wealth Analyst, Data Analytics

    4 days ago

    Singapur, Singapore Citibank (Switzerland) AG Full time

    ## For additional information, please review .**Shape your Career with Citi**The Wealth Analyst will be a champion connecting the dots across client’s wealth needs, behavioral signals and portfolio understanding. The role holder will play a crucial role by generating insights which help Citi Wealth enhance client relationships, optimize investment...

  • Senior Wealth Advisory Strategist

    4 days ago

    Singapur, Singapore OCBC Full time

    Overview Join to apply for the Senior Wealth Advisory Strategist role at OCBC . Wealth Product Management position within OCBC's Wealth Management division. This role focuses on driving client engagement, deepening advisory capabilities, and delivering tailored wealth solutions. The ideal candidate will bring extensive experience in financial planning and...

  • Associate, Wealth Product Marketing

    4 days ago

    Singapur, Singapore HarbourVest Partners Full time

    Join to apply for the Associate, Wealth Product Marketing role at HarbourVest Partners 1 day ago Be among the first 25 applicants Join to apply for the Associate, Wealth Product Marketing role at HarbourVest Partners Get AI-powered advice on this job and more exclusive features. Job Description SummaryFor over forty years, HarbourVest has been home to a...

  • Manager, Programme Delivery

    4 days ago

    Singapur, Singapore Wealth Management Institute (WMI) Full time

    About the Wealth Management Institute (WMI) Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI provides a comprehensive suite of...

  • Associate, Wealth Product Marketing

    2 days ago

    Singapur, Singapore Harbourvest Partners (U.K.) Limited Full time

    Associate, Wealth Product Marketing page is loadedAssociate, Wealth Product Marketing Apply locations Singapore time type Full time posted on Posted 10 Days Ago job requisition id R1910Job Description Summary For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful...

  • Senior Wealth Advisor

    2 days ago

    Singapur, Singapore Syfe Full time

    About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team...