Wealth Planning Manager (Hybrid | Training & Travel Perks)

U3 Infotech Pte Ltd; Singapore; Hybrid; SGD 70,000 - 110,000; Full time

Benefits offered by this job

Overseas travel opportunities

Structured training and on-the-job

Job summary

U3 Infotech Pte Ltd in Singapore is seeking a Wealth Planning Manager (Consumer Banking). This permanent role requires strong communication skills to engage clients and provide financial planning guidance within a hybrid work setup that allows work from the branch/office, home, or while meeting customers.

Applicants with a Bachelor's degree or polytechnic diploma are welcome; no prior financial advisory experience is required.

Qualifications

• Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• Interested in financial planning or wealth management with no prior work experience required.
• Strong communication and professional presentation.
• Willing to work on a flexible schedule.

Skills

Good communicator

Professional demeanor

Education

Bachelor's degree or polytechnic diploma

Job description

U3 Infotech Pte Ltd in Singapore is seeking a Wealth Planning Manager (Consumer Banking). This permanent role requires strong communication skills to engage clients and provide financial planning guidance within a hybrid work setup that allows work from the branch/office, home, or while meeting customers.

Applicants with a Bachelor's degree or polytechnic diploma are welcome; no prior financial advisory experience is required.