Wealth Planning Manager — Hybrid Banking Advisory

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

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.