Wealth Planning Manager - Retail Banking

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

Job summary

A financial advisory company in Singapore is seeking a Wealth Planning Manager to provide personalized financial advice and solutions. The role involves advising retail customers on banking and financial products, engaging clients through consultations, and delivering holistic financial planning. Ideal candidates will have a Bachelor's degree, strong interest in financial planning, and excellent communication skills. Flexibility to work weekends is required. Competitive remuneration is offered.

Qualifications

• Strong interest in financial planning and wealth management.
• Professional demeanour with flexibility for weekend work.

Responsibilities

• Advise retail customers on personal banking and financial products.
• Engage clients through branch consultations and tele-appointments.
• Deliver holistic financial planning based on sound financial knowledge.
• Recommend suitable financial solutions to meet clients’ objectives.
• Ensure compliance with banking regulations and internal guidelines.
• Build and maintain long-term client relationships.

Skills

Excellent communication skills

Interpersonal skills

Knowledge of financial products

Education

Bachelor’s degree or diploma

Job description

A financial advisory company in Singapore is seeking a Wealth Planning Manager to provide personalized financial advice and solutions. The role involves advising retail customers on banking and financial products, engaging clients through consultations, and delivering holistic financial planning. Ideal candidates will have a Bachelor's degree, strong interest in financial planning, and excellent communication skills. Flexibility to work weekends is required. Competitive remuneration is offered.