Wealth Planning Specialist
2 months ago
We are seeking a Wealth Planning Specialist to join our Consumer Banking team. In this role, you will be responsible for providing financial planning and wealth management services to our clients.
About You
You have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. You are interested in financial planning or wealth management and enjoy interacting with people. You are a good communicator and able to conduct yourself professionally. You are also willing to work on a flexible schedule that includes weekends.
Job Responsibilities
Your primary responsibility will be to provide financial planning and wealth management services to our clients. This includes identifying their financial goals and developing tailored plans to help them achieve those goals. You will also be responsible for recommending investment ideas and insurance solutions to help grow their wealth and protect their futures.
What We Offer
We offer attractive remuneration and a comprehensive benefits package. We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations. Additionally, we provide structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
Salary: $60,000 - $80,000 per annum
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