Relationship Manager (Wealth Planning)

U3 INFOTECH PTE. LTD.; Town of Islip (NY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Join a leading company as a Private Client Advisor in the Consumer Banking Group, where you'll provide tailored financial planning and wealth management solutions. You will support clients in achieving their financial goals through a combination of personalized advice, strong client relationships, and the utilization of digital tools in a flexible working environment.

Benefits

Attractive remuneration package with performance-based incentives

Comprehensive benefits including healthcare and wellness support

Structured training to build expertise in financial planning

Recognition program with overseas travel opportunities

Flexible working arrangements including remote options

Qualifications

• Fresh Graduates are welcome to apply.
• Passion for financial planning and wealth management is essential.
• Candidates with financial advisory experience may be considered for senior roles.

Responsibilities

• Provide personalized financial advice and holistic wealth planning solutions.
• Acquire and grow a portfolio of clients through various channels.
• Conduct financial needs analysis and risk profiling.

Skills

Interpersonal skills

Communication skills

Client-centric attitude

Self-motivated

Results-driven

Education

Bachelor's degree

Diploma from a local polytechnic

Job description

About the Role

Join our dynamic Consumer Banking Group as a Private Client Advisor, where you will be empowered to help individuals achieve their financial goals. You will play a key role in providing sound financial planning and wealth management solutions to our retail customers, leveraging both in-person interactions and digital platforms. This role offers a rewarding career path with progressive opportunities for those who are passionate about helping clients make informed financial decisions.

Key Responsibilities

• Provide personalized financial advice and holistic wealth planning solutions to retail clients
• Acquire and grow a portfolio of clients through various channels including referrals, events, and networking
• Conduct financial needs analysis and risk profiling to recommend suitable investment, insurance, and banking products
• Cultivate strong client relationships by delivering professional, value-added service and advice
• Keep abreast of market trends, regulatory changes, and product knowledge to ensure sound advisory
• Leverage digital tools and hybrid work arrangements to engage clients effectively across channels
• For senior roles you will mentor junior staff, support team development, and contribute to business strategy execution

Requirements

• A recognized Bachelor's degree or a Diploma from a local polytechnic
• Fresh Graduates are welcome to apply
• Passion for financial planning and wealth management; no prior experience required (training will be provided)
• Excellent interpersonal and communication skills, with the ability to engage clients professionally
• Self-motivated, client-centric, and results-driven
• Willingness to work flexible hours, including weekends
• Candidates with relevant financial advisory experienc may be considered for senior roles

What We Offer

• Attractive remuneration package with performance-based incentives
• Comprehensive benefits including healthcare, wellness, and retirement support
• Structured and on-the-job training to build your expertise in financial planning
• Recognition program with opportunities for overseas travel
• Digital work capabilities to enable flexible work arrangements including remote and hybrid working

Take the next step in building a fulfilling career in wealth planning with us.
Apply today and be part of a forward-looking, customer-focused team.

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