Financial Services Manager

4 days ago


Singapore PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd) Full time

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 Description

The 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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