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Senior Wealth Planning Manager

4 months ago

Singapore RANDSTAD PTE. LIMITED Full time
Roles & Responsibilities

Our client are seeking skilled Wealth Planning Manager to join their dynamic team. You'll have the opportunity to build and nurture strong relationships with their esteemed clients, serving as their trusted advisor in achieving their financial goals.


Responsibilities:

  • Foster enduring relationships with clients, serving as their go-to advisor.
  • Conduct in-depth financial planning discussions to comprehend clients' aspirations and objectives
  • Tailor personalized wealth management plans aligned with clients' risk tolerance, timeframes, and financial goals
  • Offer expert investment advice and recommend appropriate financial products and services
  • Communicate complex financial concepts to clients with clarity and brevity

Qualifications:

  • Bachelor's degree in finance, economics, or a related field will be an advantage
  • Strong analytical prowess and problem-solving abilities
  • Exceptional interpersonal skills and effective communication abilities

If you're ready to take on a rewarding role where you can make a significant impact in the financial well-being of clients, apply now to join the team


(EA: 94C3609/ R23114633)


Tell employers what skills you have

Wealth Management
Referrals
Financial Planning
Investments
Relationship Management
Wealth
Financial Markets
Adaptability
Communication Skills
Banking
Financial Advisory
Team Player
Customer Service
Scheduling
Personal Development
Financial Services
Equities