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Wealth Planning Manager

2 months ago

Singapore PERSOLKELLY SINGAPORE PTE. LTD. Full time
About the Role

We are seeking a highly motivated and experienced Wealth Planning Manager to join our team at PERSOLKELLY SINGAPORE PTE. LTD. As a key member of our financial services team, you will be responsible for providing expert financial planning and wealth management advice to our clients.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Provide expert advice on investment strategies, risk management, and wealth accumulation.
  • Build and maintain strong relationships with clients, understanding their financial objectives and delivering tailored solutions.
  • Stay up-to-date with industry trends and regulatory requirements, ensuring compliance and best practices.
  • Collaborate with internal teams to deliver exceptional client service and drive business growth.
Requirements
  • Bachelor's degree from a recognized university or a diploma from a local polytechnic.
  • Proven experience in financial planning or wealth management.
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts to clients.
  • Excellent interpersonal and relationship-building skills, with a focus on delivering exceptional client service.
  • Ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer
  • Attractive remuneration package and comprehensive benefits.
  • Structured training and development opportunities to enhance your skills and knowledge.
  • Collaborative and dynamic work environment with a team of experienced professionals.
  • Opportunities for career growth and advancement within the company.