Wealth Planning Manager / Senior Wealth Planning Manager

Our client, a leading retail bank is looking for highly driven sales personnel to join their expanding team.

Key Responsibilities:

• Primarily serve individual retail customer and advise them on various personal banking and financial products and services.
• 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 customers.
• Good understanding of banking regulations and to adhere to rules and guidelines when conducting business.
• Always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• Achieve a balanced scorecard set by the company.

The ideal candidate will possess the following:

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

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