Assistant Wealth Manager

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals.Core Function & Support

• Provide direct administrative and analytical support to the Executive Wealth Director and his team.
• Serve as a primary point of contact for clients, addressing routine inquiries and scheduling meetings.
• Ensure all client files, investment paperwork, and firm documentation are complete, accurate, and comply with regulatory standards.
• Prepare necessary materials, reports, and presentations for client review meetings.
• Para planner in closing sales and deals.

Administrative & Operational Tasks

• Handle the opening, closing, transferring, and maintenance of client accounts.
• Accurately update client information, transaction records, and portfolio details in the firm's system.
• Manage the Executive Wealth Manager's calendar, client appointment setting, and travel arrangements if necessary.
• Draft and send professional correspondence (emails, letters) to clients and internal teams.

Financial & Analytical Duties

• Generate performance reports, portfolio summaries, and asset allocation breakdowns for clients.
• Process and monitor wealth and financial plans under the direction of the Wealth Manager (may require licencing)
• Assist with calculating and processing client management fees and service charges.
• Conduct basic research on investments, market trends, or financial products as requested.

What you need to have:

• Diploma or equivalent qualifications
• Business acumen & strong negotiation skills
• People management skills with excellent initiatives
• Team player, proactive and collaborative
• Self-motivated personality and positive attitude
• Strong communication and interpersonal skills
• Mature and willingness to learn
• No working experience required as comprehensive training will be provided.

We welcome all experienced professionals, including those who are seeking a career switch with no experience at all, as we provide you with the necessary and comprehensive training to make your career with us a success.

May we make a request that you do not apply if you are not eligible to work in Singapore.

Job Type: Part-time

Pay: From $3,000.00 per month

Work Location: Remote