Wealth Planning Manager (Sales)

U3 Infotech Pte Ltd; Singapore; On-site; 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

Role: Wealth Planning Manager (Consumer Banking)

Duration: Permanent

Location: Singapore

Your background:

• You have a Bachelor's degree from a recognised university or a diploma from a local polytechnic.
• You are interested 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
• Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.

Requirements:

• We offer attractive remuneration and a comprehensive benefits package.
• We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).