Financial Planning Associate (Flexi/FT/PT)
About the role
The Financial Planning Associate provides support to the Executive Wealth Director in implementation and ongoing management of client financial plans. This role involves sales planning and strategies, achieving sales target, data gathering, analysis and financial modeling, client communication, and administrative tasks, all contributing to delivering exceptional client service and achieving client financial objectives.
Key Responsibilities:
Support Director in sales planning, strategies and achieve sales targets.
Prepare client meetings, including compiling necessary documents, reports, and presentations.
Communicate with clients to gather financial information and provide advisory solutions to their financial needs and objectives.
Follow up with clients to validate data, clarify objectives, and ensure all requests are fulfilled.
Maintain strong, credible relationships with clients.
Conduct in-depth analysis of financial data to identify trends, variances, and areas for improvement.
Assist in research and analysis of investment strategies, financial products, and market trends.
Process new account applications, transfers, deposits/withdrawals, and trades as needed, ensuring accuracy and compliance.
Maintain accurate and organized client records and databases (CRM).
Ensure compliance with all relevant laws, regulations, and company policies.
Assist with special projects to enhance financial planning delivery and firm efficiency.
Continuous Learning and Professional Development
Stay updated on industry trends, economic policies, and regulatory changes.
Engage in ongoing financial planning education and pursue relevant certifications
Actively participate in team meetings, training sessions, and professional development opportunities.
Benefits:
Hands-on experience in sales, business development and consulting/advisory relating to wealth management.
Opportunity to learn from experienced professionals and receive full guidance.
Exposure to real-world business scenarios.
Networking opportunities within the company.
Hybrid/Flexi/Part-Time Working Environment open for discussion
Pay/Allowance is negotiable upon your intake based on experience.High allowance + commission.
Full learning experience and guidance provided.
Job Types: Full-time, Part-time
Pay: From $2,500.00 per month
Benefits:
Flexible schedule
Work from home
Work Location: Hybrid remote in Newton (Central Singapore)
Questions about this role
How do I apply to this Financial Planning Associate (Flexi/FT/PT) role at WealthAsia?
Click "Apply with AI Applyd" above. We auto-fill the application from your resume and answer screening questions in seconds. No copy and paste, no juggling tabs.
What's the typical salary for Other in your country?
Compensation varies by seniority, employer size, and location. When this listing publishes a salary band you'll see it in the badge row above the description.
How fast does AI Applyd auto-apply?
Most applications complete in under 90 seconds. You can track the status in your dashboard and watch the screenshot proof land the moment the application submits.
What ATS does WealthAsia use?
AI Applyd supports Greenhouse, Lever, Ashby, Workday, iCIMS, SmartRecruiters, LinkedIn Easy Apply, and most other ATS platforms. If we can submit through the platform, we do.
Want AI Applyd to auto-apply to roles like this?
We tailor your resume per posting, fill the forms, and track replies for you.