Wealth Planning Manager

1 week ago

Singapore TALENTSIS PTE. LTD. Full time

**Responsibilities**:

- Provide sound wealth management and financial advisory services.
- Help customers achieve their financial goals through informed decisions.
- Offer a range of products and services, including loans, credit cards, investments, insurance, and priority banking.
- Engage customers via branch interactions, tele-appointments, and outreach programs.
- Deliver holistic financial planning advice and identify suitable financial solutions.
- Adhere to banking regulations and professional standards.
- Meet performance targets set by the company.

**Requirements**:

- Degree in any discipline; **fresh graduates are welcome **.
- Flexible schedule, including weekends.
- Passion for banking and wealth management.
- Excellent communication and listening skills.
- Confidence in presenting and explaining complex information clearly.

(EA Reg No: 20C0312)

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