Senior Wealth Planning Manager — Hybrid & Client Growth

DBS; Singapore; Hybrid; SGD 60,000 - 90,000; Full time

Job summary

A leading financial institution in Singapore is seeking a Wealth Planning Manager to provide tailored financial advice to clients while building long-term relationships. Candidates are expected to have a Bachelor's degree or diploma, with strong communication skills and an interest in financial planning. Comprehensive training and an attractive remuneration package will be provided, alongside flexible working arrangements. This role emphasizes client-first service to aid customers in achieving their financial goals.

Benefits

Attractive remuneration

Comprehensive benefits package

Recognition program with overseas travel opportunities

Structured and on-the-job training

Hybrid work capabilities

Qualifications

• Bachelor's degree from a recognized university or a diploma from a local polytechnic.
• Interest in financial planning or wealth management, with no prior work experience necessary.
• Ability to communicate professionally and enjoy interacting with people.
• Willingness to work on a flexible schedule including weekends.

Responsibilities

• Provide tailored financial advice to clients based on their unique needs.
• Build long-term relationships with customers by identifying investment ideas and solutions.
• Meet personal goals and stay updated with industry trends through continuous learning.

Skills

Good communication

Financial planning interest

Relationship building

Customer outreach

Education

Bachelor's degree or diploma

Job description

A leading financial institution in Singapore is seeking a Wealth Planning Manager to provide tailored financial advice to clients while building long-term relationships. Candidates are expected to have a Bachelor's degree or diploma, with strong communication skills and an interest in financial planning. Comprehensive training and an attractive remuneration package will be provided, alongside flexible working arrangements. This role emphasizes client-first service to aid customers in achieving their financial goals.