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Senior Wealth Planner — Hybrid, Client Growth & Impact

DBS

Singapore

Hybrid

SGD 100,000 - 125,000

Full time

Today
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Job summary

A leading bank in Singapore is looking for a Wealth Planning Manager to provide tailored financial advice, focusing on building long-term relationships with clients. This position requires strong communication skills and a willingness to work flexibly, including weekends. Training and attractive benefits, including a recognition program for travel, will be provided. The role offers the opportunity to develop in financial planning and wealth management.

Benefits

Attractive remuneration
Comprehensive benefits package
Training and development opportunities
Recognition program for travel

Qualifications

  • Good communicator able to interact professionally with clients.
  • Interested in financial planning or wealth management.
  • Willing to work on a flexible schedule including weekends.

Responsibilities

  • Provide financial advice tailored to each client's needs.
  • Build long-term relationships with clients.
  • Meet personal goals and targets consistently.

Skills

Communication skills
Flexibility
Customer engagement

Education

Bachelor's degree or diploma from local polytechnic
Job description
A leading bank in Singapore is looking for a Wealth Planning Manager to provide tailored financial advice, focusing on building long-term relationships with clients. This position requires strong communication skills and a willingness to work flexibly, including weekends. Training and attractive benefits, including a recognition program for travel, will be provided. The role offers the opportunity to develop in financial planning and wealth management.
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