Wealth Planning Manager

Location: Singapore
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH246397_1623025436

Key Responsibilities:

  • Primarily serve individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
  • Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
  • Possess sound financial knowledge and provide holistic financial planning advice to the customers.
  • Good understanding of banking regulations and to adhere to the rules and guidelines when conducting business.
  • Achieve a balanced scorecard set by the company.

The ideal candidate will possess the following:

  • Diploma/Degree
  • Willingness to work on flexible schedule including weekends
  • Passion for banking and wealth management
  • Excellent communication and listening skills
  • Confidence and Presentation skills
  • Ability to explain complex information clearly and simply

If you believe you fit the requirements for the role, please click APPLY NOW or drop an email to