Total 10 job vacancies by Wealth Asia Llp

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.

Pay/Allowance is negotiable upon your intake based on experience.

High allowance + commission.

Full learning experience and guidance provided.

Your role is to assist Senior Wealth and Financial Director in identifying market opportunities, prospecting and closing sales as well as analyze how investment products fit into a client’s long-term protection and legacy planning.

Job Description

1. Investment Research & Analysis
Analyze financial products to assess their risk-return profiles.
Conduct fundamental and quantitative research on various financial assets.
Monitor global market trends and summarize their impact on client portfolios.
Perform competitor analysis and benchmarking of different investment products.

2. Portfolio Support & Reporting
Assist in the preparation of financial and investment proposal decks and monthly portfolio performance reviews.
Assist in preparing financial portfolio summaries that consolidate a client's existing portfolio, coverage gaps, and investment performance.
Draft investment proposals tailored to specific life stages (e.g., education planning for children or retirement legacy).

3. Client & Sales Operation

Conducting sales and support in meeting sales targets.
Shadowing client meetings to record minutes and track follow-up actions (e.g., account opening, KYC documentation).
Assisting in onboarding of clients
Track sales performance data and incentive tiers for the team

Why Join Us!

You will work in a dynamic environment under senior leadership. You will be guided fully and learn the art of persuasion, develop professional resilience, and build a high-value network of industry leaders. This role will enable you to learn how to solve real-world business problems and understanding the mechanics of financial, sales and investment strategies.

Overview
To build a pipeline of potential customers and provide administrative relief to Directors.

Job Description
1. Lead Generation & Prospecting
Identify potential clients to qualify interest.
2. CRM & Sales Operations
Maintain sales/admin system by logging all client interactions. Clean and organize data to ensure the sales funnel remains accurate and up-to-date. Track monthly sales and KPIs.
3. Sales Support & Collateral
Assist in creating tailored pitch decks, proposals, and quotations using PowerPoint or Canva. Conduct market research on competitors. Prepare and assist in client meetings.
4. Client Engagement
Shadow senior staff during sales calls or product demonstrations to learn closing techniques. Follow up with inactive leads to re-engage them with new promotions or product updates. Help manage logistics for sales events, roadshows, or exhibitions.

You will work in a dynamic environment under senior leadership. You will be guided and learn the art of persuasion, develop professional resilience, and build a high-value network of industry leaders. This role will enable you to learn how to solve real-world business problems and understanding the mechanics of sales and revenue generation.

Looking for a rewarding student life and get ahead of your peers in qualifications and experience?

We have internship programmes specially catered for students in financial services, sales and agency management:

• Industry recognised certifications in financial services industry

• Full training on financial services and management

• Opportunity to progress to agency management

• Direct mentorship from practitioners and industry leaders

• Rewarding allowances and iPad to support interns in the programme

• Overseas incentive trips

Requirements:

• Local Diploma or Full GCE ‘A’ level and above;

• Only for students studying in Singapore

• Singapore Citizens & Singapore PRs only

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth, sales prospecting and financial planning, including 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 meeting sales targets.

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.

Our company is looking for a self driven professional who provides support to the Wealth Executive Director by handling wealth planning, financial administrative and conducting sales. These tasks will involve creating and managing a client's wealth and financial portfolio, and allowing the Director to focus more on building client relationships, providing strategic advice, and closing sales prospects.

Key Responsibilities

• Conduct thorough research on wealth and financial products, services, and market conditions to support advice and implementation of wealth and financial plans.
• Prepare and construct comprehensive wealth and financial plans, including suitability reports, and provide updated projections to the Director.
• Conduct sales and meet sales targets.
• Facilitate compliance checks to ensure that wealth and financial plans meet regulatory requirements.
• Handle administrative duties such as gathering documents, taking notes in client meetings.
• Assist with the administrative work to implement recommendations, such as processing applications for new accounts or policies.
• Answer technical queries and provide support on various wealth and financial planning-related issues.
• Provide support in maintaining client relationships, contact leading to sales contracts closure.
• Gather and organize client information, ensuring that records are accurate and up-to-date.
• Event management and follow-up.

If you have what it takes, we would like to hear from you!

Successful candidates will receive comprehensive training and support, including a lucrative compensation package.

The Business Loan Officer primary duties involve a mix of credit analysis, sales, and client relationship management, focused on providing financing solutions to businesses.

Key responsibilities

• Building and maintaining strong relationships with clients.
• Identifying and cultivating new business opportunities for loan origination.
• Advising businesses on suitable loan products and financial solutions.
• Overseeing the end-to-end loan application process.
• Conducting comprehensive financial assessments and due diligence of loan applicants.
• Reviewing financial statements, business plans, and other relevant documents to evaluate creditworthiness and assess risk factors.
• Performing credit analysis to determine the feasibility of lending.
• Structuring and negotiating loan terms and conditions with clients.
• Preparing and presenting comprehensive loan proposals or credit summaries for approval.
• Ensuring all loan transactions comply with internal policies, legal requirements, and regulatory standards (e.g., MAS regulations).
• Collaborating with internal teams (credit, legal, operations) for timely processing, approval, and disbursement.
• Maintaining accurate records and documentation of loan applications and client interactions.
• Staying informed about market trends, competitor products, and economic conditions.
• Monitoring and managing existing loan portfolios.

As a Wealth Advisory Intern, you will assist our Wealth Executive Director in various tasks aimed at wealth planning and financial management, achieving sales target, identifying growth opportunities and expanding our market presence. This internship offers valuable exposure to the world of wealth financial advisory, consulting and sales expertise and hands-on experience in supporting our expansion strategies.

Key Responsibilities:

1. Participate in wealth planning, advisory and sales activities, and receiving comprehensive training on advisory and sales prospecting techniques.

2. Contribute to the overall sales team efforts and help achieve sales targets.

3. Assist in developing and generating leads through research and outreach.

5. Support relationship development with clients, partners, and vendors.

6. Analyze data to improve business development efficiency.

7. Assist in creating sales materials and proposals.

8. Maintain records of sales and business development activities.

9. Maintain good communication with customers and provide excellent customer service and support.

10. Help create prospect lists and maintain a database of potential clients and partners.

Qualifications:

• Local Diploma or Full GCE ‘A’ level and above
• 21 years old and above
• Singaporeans and PR only.
• Proficiency in Microsoft Office

Benefits:

• Hands-on experience in financial planning, sales 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.

Supports the Executive Wealth Director and his team in the research, analysis, management, and execution of client investment strategies. Acts as a crucial link between the sales team and the back-office operations and ensuring seamless client service. Conduct sales, meeting sales targets, and investment execution.

Key Responsibilities

• Conduct due diligence on potential wealth and investment opportunities.
• Perform quantitative and qualitative analysis of portfolio holdings and asset classes.
• Conduct sales and meeting sales targets.
• Assist in generating investment proposals, performance reports, and market commentaries.
• Gather and synthesize economic, market, and company-specific data to support investment decisions.
• Prepare and process trade orders accurately and efficiently as directed, adhering to all compliance guidelines.
• Monitor portfolios for cash balances, asset allocations, and compliance with client investment policy statements.
• Resolve trade settlement issues and coordinate with custodial and operations teams.
• Prepare comprehensive client performance reviews and quarterly statements.
• Assist in drafting client-facing correspondence, presentations, and meeting materials.
• Respond promptly to client and internal inquiries regarding portfolio performance, transactions, and account details.
• Ensure all client documentation, Know Your Customer (KYC), and suitability requirements are complete and current.
• Maintain and update client data, transaction records, and research files in the management systems.
• Assist with regulatory reporting and internal compliance audits as needed.

We are looking for candidates who will thrive in a dynamic environment towards a successful and rewarding career.

Why Join Us:

• Attractive Renumeration + Incentives Package
• Flexible Working Arrangements
• No working experience required
• Comprehensive on-job training is provided
• Central office location (2mins from MRT station)

Responsibilities:

• Analyze client’s wealth and financial circumstances, provide advice and solutions based on their needs and objectives.
• Collaborate with partners to provide comprehensive client services eg. wealth and investment planning, insurance, mortgage and estate planning, wills and trusts, and so forth.
• Develop and execute strategic sales plans to achieve sales targets and expand our customer base.
• Follow up with clients constantly to re-evaluate their current condition and future objectives.
• Maintaining relationships with existing clients and key accounts
• Conduct market research and analysis to identify new business opportunities and stay up-to-date on industry trends.
• Prepare and conduct sales presentations and proposals to prospective clients.
• Successfully negotiate contracts and agreements with clients.

What you need to have:

• Diploma awarded by a Polytechnic in Singapore, or equivalent qualifications
• Singaporean or PR
• 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

If you believe in yourself, we would love to meet you!