Wealth Planning Manager — Personal Finance Advisor

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Wealth Planning Manager to provide personalized financial advice to retail customers. In this role, you will engage clients through various touchpoints, offering holistic financial planning solutions. Ideal candidates should possess a degree or diploma and have a strong interest in wealth management. Excellent interpersonal skills and flexibility to work weekends are essential. This is a great opportunity to build lasting client relationships and help customers achieve their financial goals.

Qualifications

• Relevant degree or diploma in finance or related fields.
• Interest in wealth management and financial planning.
• Ability to work flexibly including weekends.

Responsibilities

• Serve individual retail customers with financial products.
• Engage customers via various banking touchpoints.
• Provide holistic financial planning advice.
• Identify suitable financial solutions for customers.
• Cultivate long-term relationships with clients.
• Conduct regular follow-ups on financial needs.

Skills

Strong interpersonal skills

Good communication

Financial knowledge

Education

Bachelor's degree or diploma

Job description

A financial services firm in Singapore is seeking a Wealth Planning Manager to provide personalized financial advice to retail customers. In this role, you will engage clients through various touchpoints, offering holistic financial planning solutions. Ideal candidates should possess a degree or diploma and have a strong interest in wealth management. Excellent interpersonal skills and flexibility to work weekends are essential. This is a great opportunity to build lasting client relationships and help customers achieve their financial goals.