Total 2 job vacancies by Unicorn Financial Solutions Pte. Limited

Job Description:

- As a Client Care Executive, you will need to oversee day to day operations and ensuring good service standards to our Family Wealth Consultants and investors

- You will need to handle administrative duties which include preparation of documents, handling enquiries and basic reporting

- In handling Family Wealth Consultants and Investors' enquiries, you must have the willingness to help, patience in understanding their concerns and the ability to think and resolve issues faced by them

 - This role will also require you to liaise with service providers and investors via email and phone calls

- Being a part of the Client Care Team, you must enjoy working with people and a positive attitude in resolving issues with a customer-focused orientation

*Job Requirements*

- Believer of providing good service support

- Excellent interpersonal and communication skills

- Ability to multi-task

- Able to work independently

- Training will be provided

Role Overview

The Paraplanner supports Family Wealth Specialist by providing technical financial analysis, strategy formulation, and documentation, ensuring that all recommendations are aligned with investors' long-term wealth objectives and the firm’s commitment to ethical, investor-centric advisory.

Key Responsibilities
1. Financial Analysis & Strategy Support

* Conduct in-depth analysis of investors’ financial positions, including income, assets, liabilities, and existing portfolios

* Assist in structuring comprehensive wealth strategies (investment, financial independence, protection, legacy planning)

* Perform financial modelling and scenario analysis to support decision-making

* Evaluate and compare financial instruments to support suitable recommendations

2. Preparation of Wealth Advisory Reports

* Prepare detailed and personalised family wealth planning reports for investors

* Translate complex financial strategies into clear, structured documentation

* Ensure all proposals are aligned with investors’ goals, risk appetite, and time horizon

3. Portfolio Monitoring & Review

* Track and monitor investors’ portfolios and family wealth plans over time

* Assist in periodic portfolio reviews and rebalancing strategies

* Highlight risks, gaps, or opportunities for optimisation

4. Compliance & Documentation

* Ensure all recommendations and documentation adhere to regulatory and internal compliance standards

* Maintain accurate and up-to-date investors records

* Support due diligence processes for financial products and strategies

5. Consultant Support

* Work closely with Family Wealth Consultants in preparing for investor engagements

* Provide technical insights and supporting analysis during case discussions

* Assist in refining strategies to enhance investor outcomes

6. Research & Continuous Improvement

* Stay updated on market trends, financial products, and regulatory developments

* Contribute to improving internal advisory frameworks and planning methodologies

Key Competencies

* Strong analytical and financial modelling skills

* High attention to detail and accuracy

* Solid understanding of investment and wealth planning concepts

* Ability to simplify complex financial information

* Strong alignment with ethical, investor-first advisory principles

Ideal Profile

* Background in finance, economics, accounting, or related fields

* Progress towards or attainment of relevant certifications (e.g., CFP, CFA) is an advantage

* Prior experience in financial planning, wealth management, or paraplanning preferred

Career Progression

This role provides a pathway towards becoming a Family Wealth Specialist, with opportunities to deepen both technical expertise and investor advisory capabilities.