Wealth Planning Manager

Position: 
Wealth Planning Manager 

Working Hours: 
Full-Time (Flexible Schedule)

About the role: 
A Wealth Planning Manager will be tasked to acquire clients and to make sure that investment portfolios are well managed. Generate financial reports with our fintech tool while growing your assets under your management through client acquisition. Your key responsibility is in supporting them in making better financial decisions with our wealth & risk management methodology. You will support clientele ranging from retail clients, corporate clients, and business owners to high-net-worth individuals.

Responsibilities: 
Schedule meetings with new and existing clients to analyze their portfolios. Manage clients' accounts and generate financial reports Analysis of financial data Assist clients in reviewing and establishing their objectives and shortfalls. Advise and offer quality solutions to clients via our various different programs. Manage business relationships with clients.

Key Benefits:
- High starting salary of $3,000 - $8,000 excluding incentives
- Quarterly performance bonus of $5,000 - $25,000
- Free qualifications training provided
- Welcome bonus of $1,500 upon confirmation (new to financial industry only)

Requirements:
- Singaporean/Permanent resident only
- A full certificate in GCE ‘A’ Level an International Baccalaureate Diploma qualification a diploma awarded by a polytechnic in Singapore or any other academic qualification which is equivalent to the qualifications.