Wealth Planning & Relationship Manager

WaterStone Consulting Pte. Ltd.; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

WaterStone Consulting Pte. Ltd. seeks a wealth planning associate to assist in detailed wealth planning for retail customers and to bridge gaps with wealth management products such as insurance, deposits and unit trusts.

The role involves meeting clients, actively managing relationships, and handling in-branch activities, referrals, tele-consulting and follow-up appointments. A degree plus 1–2 years in wealth planning and FAA regulatory certifications are required.

Qualifications

• Degree holder with 1–2 years wealth planning banking experience.
• Regulatory certifications for advising investment products under FAA.
• Proactive in meeting clients and building relationships.

Responsibilities

• Assist in detailed wealth planning for retail customers.
• Bridge financial gaps using insurance, deposits, and unit trusts.
• Manage in-branch activities, referrals, tele-consulting, and follow-ups.

Skills

Wealth planning

Client relations

Financial products

Regulatory knowledge

Education

Bachelor's degree

FAA regulatory certification

Job description

WaterStone Consulting Pte. Ltd. seeks a wealth planning associate to assist in detailed wealth planning for retail customers and to bridge gaps with wealth management products such as insurance, deposits and unit trusts.

The role involves meeting clients, actively managing relationships, and handling in-branch activities, referrals, tele-consulting and follow-up appointments. A degree plus 1–2 years in wealth planning and FAA regulatory certifications are required.