Wealth Planning Manager

1 week ago

Singapore OCTOMATE STAFFING PTE. LTD. Full time

As a **Wealth Planning Manager**, you will provide comprehensive financial solutions to clients by offering a wide range of **investment, insurance, and banking products**. Your primary goal is to help clients achieve their wealth accumulation, protection, and retirement planning goals, while meeting or exceeding your own sales targets and maintaining high service standards.

**Key Responsibilities**:

- Build strong client relationships and develop new business opportunities through leads, referrals, and outreach.
- Conduct **financial needs analysis**to understand client goals and recommend suitable solutions.
- Advise clients on **investment products**, **life and general insurance**, and **banking services**.
- Stay current with market trends and product knowledge to provide effective wealth planning advice.
- Ensure all regulatory and compliance standards (MAS, AML, KYC) are met.
- Collaborate with internal stakeholders (product specialists, branch staff) to deliver holistic solutions.

**Requirements**:

- Diploma or Degree in Finance, Business, Economics, or related fields
- Minimum **1-3 years**of experience in wealth advisory, relationship management, or financial planning is a plus
- CMFAS Certifications**:M5**, **M9**, **M9A**, **HI**( _M8/M8A for ILPs is a plus _)
- Strong communication and interpersonal skills
- Sales-driven with a strong customer service mindset
- Familiar with investment and insurance products, and risk profiling
- Digitally savvy and adaptable to new technology tools

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