Paraplanner
CMPartners Vietnam
Posted
2 weeks ago
Ho Chi Minh City, Vietnam
Onsite
VND 15M
Mid Level
Full Time
Sema Summary
The Paraplanner position at CMPartners Vietnam involves assisting financial planners with research, report generation, and client management. The role requires strong analytical skills and the ability to interpret financial data for client presentations. Located in Ho Chi Minh City, candidates should possess a mid-level experience in finance and planning. The position is full-time and on-site, requiring dedication and attention to detail.
About Company
CMPartners Vietnam provides financial planning services and consultancy, focusing on tailored solutions for individual and business clients to navigate the financial markets effectively.
Core Requirements
- Bachelor's degree in Finance or related field
- Strong analytical skills
- Experience in client interaction
- Knowledge of financial regulations
- Proficiency in financial software
Responsibilities
- Assist financial planners in creating client reports
- Research financial products and market trends
- Analyze client financial data for insights
- Schedule and organize client meetings
- Prepare documentation for compliance
- Manage client inquiries and follow-ups
- Support the financial planning process with data entry
Must Have skills
Nice To Have Skills
Tools Knowledge Requried
Job Keywords
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