As a Wealth Planning Manager, you will be part of our award-winning teams to provide a personalized banking experience for our customers.
Fulfilling and varied, a typical workday might look like this
- A wealth planning manager would 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.
- 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.
We want driven, service-oriented individuals like you with:
- A 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
Only Shortlisted candidates will be notified.
(EA Reg No: 20C0312)
