[Job ID: 533220]
Job Summary:
Join a dynamic team as a Wealth Planning Manager, providing personalised financial advice and solutions to help clients achieve their goals.
Responsibilities:
- Advise retail customers on personal banking and financial products.
- Engage clients through branch consultations, tele-appointments, and outreach programmes.
- Deliver holistic financial planning based on sound financial knowledge.
- Recommend suitable financial solutions to meet clients objectives.
- Ensure compliance with banking regulations and internal guidelines.
- Build and maintain long-term client relationships through regular follow-ups.
Requirements:
- Bachelor's degree or diploma from a recognised institution.
- Strong interest in financial planning and wealth management.
- Excellent communication and interpersonal skills with a professional demeanour.
- Flexibility to work on weekends when required.
- Candidates with more experience may be considered for a Senior Wealth Planning Manager role.
We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
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EA Personnel Name: Tung Chi Jun (Deng Zijun)
EA Personnel Reg. no.: R25157470
EA License no.: 07C5771
