Position Description

Wealth Planner Support
Job Code 22770
Division GMP TECHNOLOGIES (S) PTE LTD (EA Licence:11C3793)
Job Placement Location Singapore
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Responsibilities:

  • Provide secretarial and administrative support to the wealth planning team
  • Support the advisors with the research, preparation of proposal to clients
  • Ensure proper and timely reporting of cases and reports
  • Support the Wealth Planners and RMs in relation to insurance
  • Coordinate the review of new product launches

Requirements:

  • Min Diploma/Degree holder with at least 2 years of relevant experience
  • Relevant work experience in client servicing roles in Banking environment
  • Candidates with STEP certification would be advantageous
  • Good communication skills

** This Singapore-based position is opened to Singaporeans only.

Please state your availability, current and expected salary in the resume.

We regret that only shortlisted candidates will be notified.

  GMP Technologies (S) Pte Ltd   |   EA Licence: 11C3793   |   Nurul Amirah |   Registration No: R22108940

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