Retail Banking Relationship Manager

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial advisory company in Singapore is seeking a Wealth Planning Manager to provide personalized financial advice and solutions. The role involves advising retail customers on banking and financial products, engaging clients through consultations, and delivering holistic financial planning. Ideal candidates will have a Bachelor's degree, strong interest in financial planning, and excellent communication skills. Flexibility to work weekends is required. Competitive remuneration is offered.

Qualifications

• Strong interest in financial planning and wealth management.
• Professional demeanour with flexibility for weekend work.

Responsibilities

• Advise retail customers on personal banking and financial products.
• Engage clients through branch consultations and tele-appointments.
• 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.

Skills

Excellent communication skills

Interpersonal skills

Knowledge of financial products

Education

Bachelor’s degree or diploma

Job description

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.