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...