Executive/Senior Executive—Client Engagement & Planning Support
We are looking for a young, enthusiastic, and motivated individual with some experience in financial planning to support our advisory team and grow with HappyWise.
KEY RESPONSIBILITIES
- Financial planning support—data gathering, analysis, and plan preparation
-Portfolio & Review preparation
- Research and paraplanning support
-Client follow-ups and engagement
-Assisting in meetings and presentations
-Coordination with operations and other team members
-Supporting marketing and client initiatives
-Learning and contributing to the overall advisory process.
WHAT WE ARE LOOKING FOR
-1 to 4 years Of experience in financial planning / paraplanning / advisory.
-QPFP / CFP (pursuing or completed) preferred.
- Good knowledge of mutual funds, insurance, and financial planning.
-Strong analytical skills and attention to detail.
- Valuable communication skills and a team player.
- Eagerness to learn, grow, and take on responsibility.