Wealth Planning Manager
1 month ago
As a Wealth Planning Manager, you will be part of our award-winning teams to provide a personalized banking experience for our customers.
Fulfilling and varied, a typical workday might look like this
- A wealth planning manager would primarily 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.
- You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
- You are expected to achieve a balanced scorecard set by the company.
We want driven, service-oriented individuals like you with:
- A Bachelor's Degree in any discipline
- A willingness to work on a flexible schedule that includes weekends
- A passion for banking and wealth management
- Excellent communication and listening skills
- Confidence and Presentation skills
- Ability to explain complex information clearly and simply
Only Shortlisted candidates will be notified.
Please email a copy of your detailed resume to drew@talentsis.com.sg for immediate processing.
(EA Reg No: 20C0312)
Tell employers what skills you have
Wealth Management
Listening Skills
Investment Strategies
Financial Planning
Interpersonal Skills
Wealth
Accounting
Compliance
Estate Planning
Banking
Presentation Skills
Financial Advisory
Business Development
Branch Banking
Financial Services
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