Wealth Planning Manager
24 hours ago
We are seeking a highly motivated and experienced Wealth Planning Manager to join our team at TALENTSIS PTE. LTD. The successful candidate will be responsible for providing sound wealth management and financial advisory services to our clients, helping them make informed decisions about their money to achieve their life goals.
Key Responsibilities:- Provide holistic financial planning advice to clients, identifying suitable financial solutions offered by the bank to meet their financial goals.
- Develop and maintain strong relationships with clients, understanding their financial needs and providing tailored advice.
- Stay up-to-date with banking regulations and adhere to the rules and guidelines when conducting business.
- Deliver exceptional customer service, ensuring a high level of satisfaction and loyalty.
- Meet sales targets and achieve a balanced scorecard set by the company.
- A degree in any discipline.
- Good sense of urgency and 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.
Please email a copy of your detailed resume to nicole@talentsis.com.sg for immediate processing.
Only shortlisted candidates will be notified.
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