WEALTH PLANNING MANAGER
OUR CLIENT OFFERS:
• Attractive remuneration and a comprehensive benefits package.
• Recognition program that provides qualifying employees the opportunity to travel to exciting
overseas destinations.
• Structured training and on-the-job training to help you develop the skillsets you need for a
career in financial planning and wealth management.
• Digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from
the branch/office, from home, while out meeting customers).
RESPONSIBILITIES:
• Tailor financial advice to meet each client’s unique needs and requirements.
• Recommend financial planning solutions that address customers' needs.
• Build relationship with new and existing clients by bringing them investment ideas and
insurance solutions to help grow their wealth and protect their futures.
REQUIREMENTS:
• Interested in financial planning or wealth management. Prior work experience is not a requirement.
• Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
• Willing to work on a flexible schedule that includes weekends.
• Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.
Please indicate the below information in your resume:
• Current & Expected Salary
• Reason(s) for leaving
• Notice Period / Availability to commence work
NOTICE:
We would like to inform that only short-listed candidates will be notified. All applications will be treated with the strictest confidence.
