Wealth Management Trainee / Para Planner

We are seeking a motivated and Wealth Management Trainer / Para Planner to join our team. This position is ideal for individuals looking to start their career in the financial services industry. The successful candidate will work closely with senior financial advisors to support client relationships and assist in the preparation of financial plans.

Responsibilities:

• Assist senior advisors in the development and preparation of comprehensive financial plans.
• Conduct research and analysis on investment options, financial products.
• Support client meetings by organizing necessary documents and materials.
• Develop and maintain knowledge of financial planning concepts, products, and services.
• Provide administrative support, including client servicing, scheduling appointments and managing communications with clients.
• Participate in ongoing training and professional development opportunities.
• Coordinate Client seminar and service events.

Licensing and Certification:

• Candidates must either have or be willing to obtain a financial adviser representative license.
• If not already licensed, we will provide support for the successful candidate to study for and pass the necessary licensing exams. We will cover the cost of the licensing exam and provide study materials and resources.

Job Types: Full-time, Permanent, Fresh graduate

Pay: $3,000.00 - $5,500.00 per month

Benefits:

• Professional development

Education:

• Local Polytechnic Diploma (Preferred)

Location:

• Singapore (Required)

Work Location: In person