Wealth Planning Manager

1 week ago

Singapore Good Job Creations (Singapore) Pte Ltd Full time $80,000 - $120,000 per year
Job Description

We are looking for dynamic individuals to join our banking client as Wealth Planning Managers. You will be responsible for engaging retail banking customers to understand their financial goals and providing sound financial advice across a suite of personal banking and wealth management products.
Key Responsibilities:
  • Serve retail banking clients and provide professional advice on a wide range of banking and financial products.
  • Engage customers through various channels including branch walk-ins, tele-appointments, and outreach events.
  • Conduct comprehensive financial needs analysis and offer holistic financial planning solutions.
  • Recommend suitable wealth solutions based on customers' financial objectives and risk appetite.
  • Ensure compliance with banking regulations, internal policies, and guidelines in all client interactions.
  • Build long-term relationships with customers through regular follow-ups and periodic reviews of their financial plans.
Requirements:
  • A recognised bachelor's degree.
  • Strong interest in financial planning and wealth management.
  • No prior experience required; training will be provided.
  • Passionate about customer engagement and providing advisory services.

    We regret that only shortlisted candidates will be notified. However, all applications will be retained in our resume bank for future opportunities. Your application will be processed in line with our company's Privacy Policy. Please refer to:
    EA Personnel Name: Gabriel Tan EA Personnel Reg. No.: R EA Licence No.: 07C5771

  • Managing Director

    1 day ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Managing Director

    1 day ago

    Singapore Leo Wealth Full time

    Managing Director - Private Wealth Management Leo Wealth is a global wealth management firm with an office in Singapore that provides comprehensive services and individual guidance on wealth management, tax, estate planning, investments, and insurance. With offices in Asia and the United States, we have a diverse team of professionals who deliver...

  • Wealth Management Specialist

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for youIn this exciting role, you will play a...

  • Wealth Management Specialist

    7 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will...

  • Wealth Manager

    2 days ago

    Singapore DH WEALTH MANAGEMENT PTE. LTD. Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Manager

    2 days ago

    Singapore DH Wealth Management Pte Ltd Full time

    We are a Capital Market Services (CMS) licenced Fund Manager. As part of our expansion plan, we are looking for mid-level Private Bankers / Client Advisors / Relationship Managers focusing on bringing on board and servicing our first few Private Wealth Management (PWM) clients and to also be able to take charge of growing our External Asset Management (EAM)...

  • Wealth Management Intern

    1 week ago

    Singapore WEALTH ASIA LLP Full time

    Roles & Responsibilities Looking for a rewarding student life and get ahead of your peers in qualifications and experience? We have internship programmes specially catered for students in financial services and agency management: • Industry recognised certifications in financial services industry • Full training on financial services and management ...

  • Private Wealth Director

    4 days ago

    Singapore Prestige Wealth Full time

    Position Overview: We are seeking seasoned ex-bankers and insurance agents with a proven track record in sales to join our dynamic team as Private Wealth Directors. This is a salaried position starting at SGD 10,000 per month, with the potential for significant performance-based incentives. The role is centered on sales, with a focus on delivering...

  • Wealth Management Intern

    6 days ago

    Singapore WEALTH ASIA LLP Full time

    Roles & ResponsibilitiesLooking for a rewarding student life and get ahead of your peers in qualifications and experience?We have internship programmes specially catered for students in financial services and agency management:• Industry recognised certifications in financial services industry• Full training on financial services and management•...

  • apex wealth manager

    1 week ago

    Singapore APEX WEALTH MANAGEMENT LLP Full time

    Roles & Responsibilities Join us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...