πŸ‡ΊπŸ‡Έ USAJobs.work

America's Job Portal

← Back to USA Jobs

Paraplanner

Company

IRC

Location

Undisclosed, Singapore

Posted

November 30, 2022

Position Overview

Our client, an international wealth management firm is looking to bring on board a trainee paraplanner to join their team in the Singapore office. This is a fantastic opportunity for a finance or banking graduate to kick-start your career in the competitive field of wealth management. Ongoing training, exams support and a competitive compensation package will be offered to the right candidate. Responsibilities: β€’ Provide technical support and back up to the Financial Consultant; β€’ To conduct group scheme meetings with clients referred by the Company in an effective and efficient manner; β€’ Preparing of illustrations, key feature documents and all other information to meet compliance and support the advice process; β€’ Producing detailed reports; β€’ Creating client portfolios; β€’ Process new business and track to completion; β€’ Gathering and analyzing data; β€’ Remaining compliant at all times; β€’ Create illustrations in line with Adviser recommendations; β€’ Preparation...

Ready to Apply?

Join thousands of Americans building their careers

Apply Now