Financial Services Manager
4 days ago
At PERSOLKELLY Singapore Pte Ltd, we are seeking a highly skilled and client-focused Wealth Planning Manager to drive our team's success in providing top-notch financial advice and tailored wealth management solutions.
Job DescriptionThe ideal candidate will possess exceptional expertise in delivering expert financial advice to clients by evaluating their financial situations and recommending customized wealth management solutions. This includes insurance products, structured deposits, loans, and unit trusts, all aimed at helping clients achieve their financial objectives.
The selected individual will also contribute to the planning and implementation of marketing campaigns across the bank or within our branch. They will collaborate with marketing and product teams to design and execute campaigns that effectively promote financial products and services, driving client engagement and growth.
In addition, the successful candidate will cultivate and sustain long-term relationships with clients by providing exceptional service and ongoing financial guidance. Regularly reviewing and adjusting financial plans to ensure they align with clients' evolving needs and goals is also crucial.
To excel in this role, the candidate must have a Bachelor's degree from a recognized university or a diploma from a local polytechnic. A deep interest in financial planning or wealth management is essential. Non-experienced hires are welcome, but candidates with more years of relevant financial advisory experiences may be considered for Senior Wealth Planning Manager or Deputy Team Head job positions.
We offer attractive remuneration and a comprehensive benefits package. Our recognition program provides qualifying employees with the opportunity to travel to exciting overseas destinations. We also provide structured training and on-the-job training to help develop the skillsets needed for a career in financial planning and wealth management.
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Financial Services Risk Manager
4 days ago
Singapore Straits Financial Group Full timeCompany OverviewStraits Financial Group is a leading provider of integrated logistics and financial services. We offer a fully-integrated service for our clients to access the financial and commodity derivative markets.Job DescriptionWe are seeking a Senior Compliance Executive with expertise in financial crime prevention, regulatory compliance, and AML/KYC...
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Financial Services Advisor
4 days ago
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Financial Services Operations Coordinator
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Financial Operations Specialist
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Head of Finance Toyota Financial Services
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Financial Services Consultant
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Financial Services Consultant
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Financial Services Specialist
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Financial Management Specialist
4 days ago
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Financial Services Manager
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Financial Operations Director
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Senior Financial Professional
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Singapore Singlife Financial Advisers Full timeFinancial Planning ServicesWe work with insurance and investment providers to ensure customers have access to a comprehensive range of solutions for their ever-evolving financial needs.As a Senior Financial Services Manager at SFA, you will be responsible for providing personalized financial planning services to clients, adapting to changing industry...
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Financial Services Advisor
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Singapore Synergy Financial Advisers Ltd Full timeAbout UsWe are a team of experienced professionals committed to helping individuals achieve their financial goals through expert guidance and advice.
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Financial Crime Specialist
1 day ago
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