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Wealth Planning Manager
2 weeks ago
As a Wealth Planning Manager with Asia's best bank, you will be part of our award-winning team based in either a Branch or Non-Branch team to provide a personalized banking experience for our customers.
Fulfilling and varied, a typical workday might look like this:- Provide financial advice to clients through offering wealth management solutions, such as insurance, structured deposits, loans and unit trusts
- Play an active part in planning campaigns across the bank or within the branch
- Develop and strengthen longterm relationships with clients
- If based in a Non-Branch environment, you will be assigned to a centralized office where focus will be on teleprospecting
- You will also be actively involved in seminars, events and sales campaign
Requirements:
We want driven, service-oriented individuals like you with:
- A degree in any discipline
- A willingness to work on a flexible schedule that includes weekends
- A passion for banking and wealth management
Salary:
From $3,000.00 per month
Schedule:
- Day shift
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