Job Description:
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.
Requirements:
- 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
Interested candidates who wish to apply for the advertised position, please click on “Apply”. We regret that only shortlisted candidates will be notified.
EA License No.: 01C4394 (PERSOLKELLY Singapore PTE LTD)
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