Holistic Wealth Planner & Advisor

Good Job Creations (Singapore) Pte Ltd; Singapore; On-site; SGD 45,000 - 75,000; Full time

Job summary

Good Job Creations (Singapore) Pte Ltd is seeking a candidate to advise individual retail customers on personal banking and financial products. You will engage customers through branches, tele-appointments, and outreach programs, offering holistic financial planning guidance.

The role requires a bachelor's degree or diploma, an interest in wealth management, and excellent communication. You will identify suitable solutions, adhere to banking regulations, and cultivate long-term relationships

Qualifications

• Bachelor's degree or diploma required.
• Interest in financial planning or wealth management.
• Good communication and professional conduct.

Responsibilities

• Serve individual retail customers and advise on personal banking and financial products.
• Seek opportunities to engage customers through branches, tele-appointments, and outreach programs.
• Provide holistic financial planning advice to meet customers' goals.
• Identify suitable financial solutions to meet financial objectives.
• Adhere to banking regulations and guidelines while cultivating long-term client relationships.
• Follow up with existing and potential customers to assess financial needs.

Skills

Financial planning

Communication

Customer service

Education

Bachelor's degree

Polytechnic diploma

Job description

Good Job Creations (Singapore) Pte Ltd is seeking a candidate to advise individual retail customers on personal banking and financial products. You will engage customers through branches, tele-appointments, and outreach programs, offering holistic financial planning guidance.

The role requires a bachelor's degree or diploma, an interest in wealth management, and excellent communication. You will identify suitable solutions, adhere to banking regulations, and cultivate long-term relationships