Wealth Planning Manager - Client-Focused Financial Advisor

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 80,000 - 100,000; Full time

Job summary

A leading recruitment agency in Singapore is seeking a Wealth Planning Manager. In this role, you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals. The position requires a degree or diploma, excellent interpersonal skills, and the ability to interact with clients professionally. The ideal candidate should be flexible to work on weekends and have a strong interest in wealth management.

Qualifications

• Degree or diploma holder with strong interest in wealth management.
• Excellent interpersonal skills and professional demeanor.
• Flexible to work on weekends.

Responsibilities

• Serve individual retail customers and advise on financial products.
• Engage customers through branch banking and tele-appointments.
• Provide holistic financial planning advice.
• Identify suitable financial solutions for customers.
• Understand banking regulations and guidelines.
• Cultivate long-term relationships with clients.
• Conduct follow-ups to assess financial needs.

Skills

Interpersonal skills

Professional communication

Financial advisory knowledge

Education

Bachelor's degree or diploma in relevant field

Job description

A leading recruitment agency in Singapore is seeking a Wealth Planning Manager. In this role, you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals. The position requires a degree or diploma, excellent interpersonal skills, and the ability to interact with clients professionally. The ideal candidate should be flexible to work on weekends and have a strong interest in wealth management.