Financial Planning Professional
2 weeks ago
- About the Role: As a Wealth Planning Manager in our Consumer Banking Group, you will play a vital role in providing exceptional financial planning and wealth management services to our clients. You will be responsible for building and maintaining long-term relationships with clients, understanding their financial goals and objectives, and providing personalized solutions to meet their needs.
- Key Responsibilities:
- Conduct financial needs assessments and develop tailored financial plans for clients.
- Provide expert advice on investment, insurance, and wealth management products and services.
- Build and maintain relationships with clients to understand their changing needs and provide ongoing support.
- Collaborate with internal teams to ensure seamless delivery of financial planning and wealth management services.
- Requirements:
- Bachelor's degree in a relevant field or diploma from a recognized institution.
- Strong knowledge of financial planning and wealth management principles and practices.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet sales targets.
- What We Offer:
- Competitive remuneration and comprehensive benefits package.
- Structured training and development programs to enhance your skills and knowledge.
- Opportunities for career growth and advancement.
- Digital capabilities that enable hybrid work and flexibility.
Are you a motivated and customer-focused professional looking for a challenging role in financial planning and wealth management? If so, we encourage you to apply for this exciting opportunity
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