Wealth Planning Manager, Consumer Banking Group

Placement Professionals, LLC; Singapore; Hybrid; SGD 70,000 - 120,000; Full time

Benefits offered by this job

Travel opportunities

Structured training

Hybrid work arrangement

Job summary

Placement Professionals, LLC in Singapore seeks a Wealth Planning Manager to partner with clients, understand their goals, and tailor financial solutions. You will build long-term relationships and present investment opportunities and insurance options to help clients grow and protect wealth.

You will actively engage new and existing customers, work across channels, and enjoy a flexible schedule with hybrid arrangements as you advance in a dynamic wealth management environment.

Qualifications

• Bachelor's degree or diploma recognized locally.
• Interest in financial planning or wealth management.
• Strong communication and professional demeanor.
• Willingness to work on weekends.
• Candidates with more years of relevant experience may be considered for senior roles.

Responsibilities

• Engage new and existing clients by sharing suitable investment opportunities and insurance solutions.
• Develop meaningful, long-term relationships to help clients achieve their financial goals.
• Proactively grow the client base through outreach and digital engagement while maintaining professionalism.

Skills

Client engagement

Communication skills

Financial knowledge

People interaction

Weekend availability

Education

Bachelor's degree or Diploma

Tools

CRM software

Job description

Who you are:

You genuinely prioritise our customers’ interests and serve as a trusted adviser when they make important financial decisions. You understand that every financial choice matters because it directly impacts their personal goals and future.

You see yourself as a trusted partner who supports clients throughout their journey towards achieving their aspirations. Since every client has different circumstances, you take pride in providing personalised financial advice that is tailored to their specific needs and objectives.

You are driven, proactive, and constantly seeking opportunities to improve — whether by staying informed about industry developments, strengthening your expertise, or growing your customer network through tele-prospecting, digital engagement, face-to-face meetings, and outreach activities. You have strong knowledge of the bank’s products and services and are able to recommend suitable financial solutions that address customer needs. With your determination and commitment, you consistently work towards achieving your personal objectives and performance goals.

Most importantly, you are committed to developing meaningful, long-term relationships with customers. This relationship-focused approach is the foundation of how you deliver value and support clients in achieving their financial goals.

You actively look for opportunities to engage both new and existing customers by sharing relevant investment opportunities and insurance solutions that help them build wealth and protect their future.

Putting clients first is at the heart of what you do.

Your background:

• You have a Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• You have an interest in financial planning or wealth management. Prior work experience is not a requirement.
• You enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
• You are willing to work on a flexible schedule that includes weekends.
• Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.

What we offer:

• We provide competitive remuneration and a comprehensive benefits package.
• We also offer a recognition programme where eligible employees can enjoy opportunities to travel to exciting overseas destinations.
• We provide structured training and practical on-the-job development to help you build the capabilities required for a career in financial planning and wealth management.
• Our digital tools support hybrid working arrangements, allowing you to work effectively from the branch/office, remotely from home, or while meeting customers externally.

By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.