Wealth Planning Manager

JOB ID:1691183

Responsibilities:

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should possess sound financial knowledge and provide holistic financial planning advice to the customers.
• To identify suitable financial solutions offered by the bank to meet their financial goals.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business. Cultivate close long-term relationships with existing clients.
• Conduct regular follow up with existing and potential customers to assess their financial need

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic.
• Interested in financial planning or wealth management.
• Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.

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EA Personnel Name: Tan Gabriel
EA Personnel Reg. No.: R22104076
EA Licence No.: 07C5771