[Job ID: 533220]
Join our team as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals.
Responsibilities:
- Serve individual retail customers and advise them on various personal banking and financial products and services.
- Engage customers through branch banking touch points, tele-appointments, and outreach programs.
- Possess sound financial knowledge and provide holistic financial planning advice.
- Identify suitable financial solutions offered by the bank to meet customers financial goals.
- Understand and adhere to banking regulations and guidelines when conducting business.
- Cultivate close long-term relationships with existing clients.
- Conduct regular follow-ups with existing and potential customers to assess their financial needs.
Requirements:
- Bachelor's degree from a recognized university or a diploma from a local polytechnic.
- Interest in financial planning or wealth management.
- Enjoy interacting with people, good communicator, and able to conduct yourself professionally.
- Willingness to work on a flexible schedule, including weekends.
- Candidates with more years of relevant financial advisory experience will be considered for Senior Wealth Planning Manager position.
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: Lim Yoke Hui
EA Personnel Reg. no.: R1433821
EA License no.: 07C5771
