Paraplanner
Location
singapore, singapore
Job Type
Full-time
Category
Other-General
Posted
June 06, 2026
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 prop...
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 prop...