Wealth Planning Manager — Build Client Financial Plans

EQUE Pte Ltd.; Singapore; Hybrid; SGD 33,000 - 39,000; Full time

Job summary

EQUE Pte Ltd. in Singapore seeks a customer-focused professional to serve retail clients, offering tailored recommendations on personal banking products to help customers meet financial goals.

You will engage clients through tele-appointments, outreach, and branch interactions, guiding them through financial planning and appropriate bank solutions while adhering to regulatory requirements and the bank's service standards.

Qualifications

• Diploma/degree required (full-time).
• Sales-driven with a targets-oriented mindset.
• Interest in banking and wealth management.
• Strong customer service and communication skills.

Responsibilities

• Serve retail clients with recommendations on personal banking products based on needs.
• Engage customers through tele-appointments, outreach, and branch banking interactions.
• Guide customers on financial planning and suitable bank products to meet financial objectives.
• Adhere to banking laws and regulations during all activities.
• Deliver services professionally in line with the bank's service values and balance scorecard goals.

Skills

Sales oriented

Customer focus

Interpersonal skills

Clear communication

Education

Diploma/Degree (Full-time)

Job description

EQUE Pte Ltd. in Singapore seeks a customer-focused professional to serve retail clients, offering tailored recommendations on personal banking products to help customers meet financial goals.

You will engage clients through tele-appointments, outreach, and branch interactions, guiding them through financial planning and appropriate bank solutions while adhering to regulatory requirements and the bank's service standards.