About Company
Shinhan Bank is a leading financial institution in South Korea, renowned for its innovative banking solutions, customer-centric approach, and commitment to driving economic growth. With a rich history spanning over a century, Shinhan Bank has established itself as a trusted partner for individuals and businesses, offering a comprehensive suite of financial products and services, including retail banking, corporate banking, wealth management, and international finance. We pride ourselves on our strong corporate culture, which fosters professional development, collaboration, and a dedication to societal contribution. Our extensive network of branches and advanced digital platforms ensures that we remain at the forefront of the financial industry, continuously adapting to meet the evolving needs of our diverse clientele. Joining Shinhan Bank means becoming part of an esteemed organization that values excellence, integrity, and innovation, providing unparalleled opportunities for career growth and impact.
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Job Description
We are seeking a highly motivated and detail-oriented Financial Planning Associate to join our dynamic Wealth Management team in Seoul. This role is crucial in supporting our senior financial advisors in delivering exceptional financial planning services to our valued individual and corporate clients. As a Financial Planning Associate, you will play a pivotal role in the preparation, analysis, and execution of comprehensive financial plans, ensuring that our clients’ financial goals are met with tailored strategies. You will work closely with advisors to gather client data, conduct in-depth financial analyses, develop projection models, and prepare client-facing presentations and reports. This position offers an excellent opportunity for an ambitious individual to gain hands-on experience in various aspects of financial planning, including investment management, retirement planning, education funding, risk management, and estate planning. You will be instrumental in maintaining client relationships, responding to inquiries, and assisting with portfolio reviews. The ideal candidate will possess a strong analytical mind, excellent communication skills, and a genuine passion for helping clients achieve financial well-being. This is a foundational role for those aspiring to become certified financial planners or wealth management professionals, providing a clear pathway for career advancement within Shinhan Bank’s robust financial ecosystem.
Key Responsibilities
- Assist senior financial advisors in the development and implementation of comprehensive financial plans for clients.
- Gather and organize client financial data, including assets, liabilities, income, expenses, and insurance policies.
- Conduct financial analysis, scenario planning, and projection modeling using various financial planning software tools.
- Prepare detailed financial reports, presentations, and client proposals for review by advisors.
- Research investment products, insurance options, and other financial instruments to support client recommendations.
- Help prepare for client meetings, including scheduling, agenda preparation, and materials assembly.
- Communicate with clients to obtain necessary information and respond to routine inquiries.
- Maintain accurate and up-to-date client records in compliance with regulatory standards.
- Stay informed about financial market trends, economic indicators, and changes in tax and financial regulations.
- Collaborate with internal teams, including investment management, credit, and legal departments, to ensure seamless client service.
Required Skills
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- Proven analytical and quantitative skills with strong attention to detail.
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
- Excellent written and verbal communication skills in English and Korean.
- Strong organizational and time management abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
- Foundational understanding of financial planning principles, investment concepts, and economic trends.
Preferred Qualifications
- Previous experience (2+ years) in a financial services role, preferably in wealth management or financial planning.
- Progress towards CFP® certification or other relevant financial designations (e.g., CFA, CPA).
- Familiarity with financial planning software (e.g., eMoney, NaviPlan, or similar).
- Knowledge of Korean financial regulations and market specifics.
- Master's degree in a relevant field.
Perks & Benefits
- Competitive salary and performance-based bonuses.
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan (e.g., national pension support).
- Paid time off, including annual leave and public holidays.
- Professional development and continuing education opportunities, including support for CFP® certification.
- Employee assistance program.
- Access to exclusive employee banking benefits.
- Modern and collaborative office environment.
- Opportunities for career growth and advancement within a leading financial institution.
How to Apply
To apply for this exciting opportunity, please click on the application link below. Ensure your resume and cover letter highlight your relevant experience and why you are the ideal candidate for a Financial Planning Associate role at Shinhan Bank. We look forward to reviewing your application.
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