Banking Wealth Planner
6 days ago
We are seeking a highly motivated and client-focused Wealth Planning Manager to join our team In this role, you will be instrumental in providing comprehensive financial advice and tailored wealth management solutions to our diverse client base. Your expertise will encompass a range of products and services, including insurance, structured deposits, loans, and unit trusts. Job Description: Deliver expert financial advice to clients by evaluating their financial situations and recommending customized wealth management solutions. The recommendations will include insurance products, structured deposits, loans, and unit trusts, all aimed at helping clients achieve their financial objectives. Actively contribute to the planning and implementation of marketing campaigns across the bank or within your branch. Collaborate with marketing and product teams to design and execute campaigns that effectively promote financial products and services, driving client engagement and growth. Cultivate and sustain long-term relationships with clients by providing exceptional service and ongoing financial guidance. Regularly review and adjust financial plans to ensure they align with clients' evolving needs and goals. Achieve and exceed individual and team sales targets by proactively identifying and pursuing new business opportunities. Leverage client referrals and networking to drive business growth and maximize performance-based commission opportunities. Requirements: Bachelors degree from a recognised university or a diploma from a local polytechnic. Deep interest in financial planning or wealth management. Non experienced hire is welcome Enjoy interacting with people, are a good communicator and able to conduct yourself professionally. Willing to work on a flexible schedule that includes weekends. Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position. What we offer: We offer attractive remuneration and a comprehensive benefits package. We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations. We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management. We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers). Please note that only shortlisted candidates will be contacted. By sending us your personal data and curriculum vitae (CV), you acknowledge that you have read, understood, and agree with our Privacy Policy. #J-18808-Ljbffr
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Wealth Planner
6 days ago
Singapur, Singapore Alpha Wealth Financial Advisers Full time5 days ago Be among the first 25 applicants Alpha Wealth Financial Advisers is committed to providing personalized financial planning and investment management services tailored to each client's unique lifestyle and financial goals. Our team values Abundance, Wisdom, Focus, and Appreciation, and we empower clients through financial literacy. We offer...
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Senior Wealth Planner
6 days ago
Singapur, Singapore Selby Jennings Full timeDirector, Market Specialist - Trust & Private Wealth Management Asia A leading private bank is looking to hire a wealth planner to join their team in Singapore. Responsibilities Serve as technical expert and resource on wealth planning matters for prospects and high-net-worth clients. Work closely with Relationship Managers to acquire new clients and retain,...
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Senior Wealth Planner
6 days ago
Singapur, Singapore Selby Jennings Full timeDirector, Market Specialist - Trust & Private Wealth Management Asia at Selby Jennings A leading private bank is looking to hire a wealth planner to join their team in Singapore. The candidate will serve as technical expert and resource on wealth planning matters, both for prospects and HNW clients. He or she will work closely with the Relationship Managers...
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Singapur, Singapore ALPHA WEALTH FINANCIAL ADVISERS PTE. LTD. Full timeJob Highlights Build relationships with clients Career Advancement Responsibilities Acquire and manage a pool of clients’ investment portfolios Understand clients’ financial objectives and investment requirements Provide information and comparisons for clients to make informed decisions Building and maintaining long-term relationship with clients...
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Wealth Planner
13 hours ago
Singapur, Singapore UOB Full time4 days ago Be among the first 25 applicants About UOB United Overseas Bank Limited (UOB) is a leading bank in Asia with a global network of more than 500 branches and offices in 19 countries and territories in Asia Pacific, Europe and North America. In Asia, we operate through our head office in Singapore and banking subsidiaries in China, Indonesia,...
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Wealth Manager
6 days ago
Singapur, Singapore Cultivar Staffing & Search Full timeOur client is looking for Wealth Managers from the FA insurance industry as their pioneer team of financial planners. Responsibilities Monitor and oversee community-generated internal contacts and connections Find ways to connect with our network on a deeper level with our VI App's network circle connections, virtual conversations Assist our community by...
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Bank Wealth Planner
6 days ago
Singapur, Singapore PERSOL Full timeJob Overview We are seeking a highly motivated and client-focused Wealth Planning Manager to join our team. In this role, you will be instrumental in providing comprehensive financial advice and tailored wealth management solutions to our diverse client base. Your expertise will encompass a range of products and services, including insurance, structured...
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Salaried Wealth Advisor
6 days ago
Singapur, Singapore IHARVEST WEALTH MANAGEMENT PTE. LTD. Full timeAbout the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards. As a Wealth Advisor, you will provide...
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Wealth Planner
6 days ago
Singapur, Singapore CAREER STORY PTE. LTD. Full timeThis is a perm role for our client in the banking sector The Wealth Planner is responsible for structured account conversations, account administration and risk management. Sales Functions (50%) Responsible for analyzing client circumstances, objectives, limitations/nuances with the end view of recommending the appropriate structure to the client Ensure the...
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Banking Sales
2 days ago
Singapur, Singapore D L RESOURCES PTE LTD Full timeWhat we are looking for (ABOUT OUR CLIENT - Banking Sector): - Interested candidates may apply directly or reach out to our recruiters (Edwin Teo; EA Personnel No. R ; Whatsapp ) - Perm Hire Directly With Local Bank in Singapore - Open to Diploma / Fresh Degree Graduates without relevant work experience/certifications in wealth management - About the...
