Wealth Planning Manager

Job Description    We are looking for dynamic individuals to join our banking client as Wealth Planning Managers. You will be responsible for engaging retail banking customers to understand their financial goals and providing sound financial advice across a suite of personal banking and wealth management products. Key Responsibilities:

• Serve retail banking clients and provide professional advice on a wide range of banking and financial products.
• Engage customers through various channels including branch walk-ins, tele-appointments, and outreach events.
• Conduct comprehensive financial needs analysis and offer holistic financial planning solutions.
• Recommend suitable wealth solutions based on customers financial objectives and risk appetite.
• Ensure compliance with banking regulations, internal policies, and guidelines in all client interactions.
• Build long-term relationships with customers through regular follow-ups and periodic reviews of their financial plans.

Requirements:

• A recognised bachelors degree.
• Strong interest in financial planning and wealth management.
• No prior experience required; training will be provided.
• Passionate about customer engagement and providing advisory services.

  We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our companys Privacy Policy. Please refer to: https://goodjobcreations.com.sg/en/privacy-policy/ EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R22104076 EA Licence No.: 07C5771

Information :

• Company : Good Job Creations
• Position : Wealth Planning Manager
• Location : Central Singapore
• Country : SG