Paraplanner

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: • Provide technical support and back up to the Financial Consultant; • To conduct group scheme meetings with clients referred by the Company in an effective and efficient manner; • Preparing of illustrations, key feature documents and all other information to meet compliance and support the advice process; • Producing detailed reports; • Creating client portfolios; • Process new business and track to completion; • Gathering and analyzing data; • Remaining compliant at all times; • Create illustrations in line with Adviser recommendations; • Preparation...