Wealth Planning Manager / Senior Wealth Planning Manager

Location: Singapore
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: Negotiable
REF: BBBH246397_1613443223

Key Responsibilities:

  • Primarily serve the 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.
  • You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
  • You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
  • You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
  • You are expected to achieve a balanced scorecard set by the company.

The ideal candidate will possess the following:

  • Diploma/ degree in any discipline
  • A willingness to work on a flexible schedule that includes weekends
  • A 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 cheryl.poh@ambition.com.sg. Only shortlisted candidates will be notified.

Data provided is for recruitment purposes only Business Registration Number: 200611680D. Licence Number: 10C5117 EA Personal Registration Number: R1874269.
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