Wealth Planning Manager

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

Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers.
• To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business. Cultivate close long-term relationships with existing clients.
• Conduct regular follow up with existing and potential customers to assess their financial need

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic.
• Interested in financial planning or wealth management.
• Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.

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