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Wealth Planning Manager/ Senior Wealth Planning Manager, Consumer Banking Group

Primestaff Management Pte Ltd - Eu Tong Sen Street, Clarke Quay The Central, Singapore

$3000 to $3700 (monthly)

Our Client is one of the largest banks in Southeast Asia by Assets and among the larger Bank in Asia, a multinational banking and financial services corporation headquartered in Singapore. Today, they have more than 100 branches island wide. They offer a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man on the street to the affluent. Providing sound wealth management and financial advisory services.

 

Responsibilities:

·        You will be part of our award-winning teams to provide a personalized banking experience for the customers.

·        To primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.

·        You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.

·        To 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.

·        To have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business. 

·        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. 

 

Requirements:

·        Diploma/Degree in any discipline with local Polytechnics or Universities.

·        Willingness to work on a flexible schedule that includes weekends.

·        Passionate in banking and wealth management.

·        Driven and service-oriented individuals.

·        Excellent communication and listening skills.

·        Confident and good presentation skills.

·        Ability to explain complex information clearly and simply.

 

Interested applicants, please send your updated resume to or WhatsApp to .

EA Licence No. 95C5411 

EAP Licence No. R2090430

Primestaff Management Pte Ltd

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