Paraplanner
The Paraplanner supports the Family Wealth Specialist by providing technical financial analysis, strategy formulation, and documentation. Responsibilities include conducting in-depth investor portfolio analysis, preparing personalized wealth reports, and assisting with portfolio monitoring and compliance. The ideal candidate has a background in finance or economics and brings strong analytical and modelling skills. This role serves as a foundational step toward a career as a Family Wealth Specialist.
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Experience
Experience not specified
Function
Finance
Work mode
Onsite, Singapore
Company
Tier 2
What you will work on
The Paraplanner supports the Family Wealth Specialist by providing technical financial analysis, strategy formulation, and documentation. Responsibilities include conducting in-depth investor portfolio analysis, preparing personalized wealth reports, and assisting with portfolio monitoring and compliance. The ideal candidate has a background in finance or economics and brings strong analytical and modelling skills. This role serves as a foundational step toward a career as a Family Wealth Specialist.
TAL's take
Solid role within a defined domain, though lacks specific YOE or tech requirements, suggesting a moderate impact scope.
The JD clearly outlines the responsibilities and competencies, though it lacks specific tool or software requirements typical of the function.
Must haves
- 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
About the company
Unfamiliar company name, defaulting to mid-tier classification.
Posts mentioning Unicorn
Should I switch?
Graduated in 2021 have 2 yoe working in a b2b unicorn as sde-1, earning 20lpa fixed no esops. I made one switch last year. But now I realised I was learning more in my previous product company. Here most of the work is boring like writing repeated sql queries minor bug fixes and very little coding. Is 20lpa low as per industry standards for 2 yoe in bengaluru ?
Groww Ventures Into Wealth Management With Brand 'W'
- Investment tech unicorn Groww is set to enter the wealth management segment under a new brand, 'W'. - 'W' will offer portfolio management services (PMS) and alternative investment funds (AIF) to Groww's 15 million affluent users. - The company plans to acquire businesses to strengthen its wealth management offerings. - Groww aims to build an omnichannel presence specifically for high-net-worth individual (HNI) clients. - As it prepares for an IPO, Groww is diversifying its services to cater to affluent clients. Source: [Inc42](https://inc42.com/buzz/groww-looking-to-enter-wealth-management-space-under-a-new-brand/)
U.S. based companies in India which have good work culture are hiring currently?
I have been working at an Indian Unicorn for more than 2 years now. At a decent positon. Would want to make a career switch but overall culture, sentiment and work pressure in most Indian startups are downhill lately. Any suggestions for the switch?