Wealth Planning Manager | Banking

Various Locations, Singapore | SGD 3,000 to 3,500 plus Allowances & Incentives

JOB DESCRIPTION

  • Serve retail clients, offering them recommendations on different personal banking and financial products and services based on their needs

  • Engage consumers through tele-appointments, outreach initiatives, and branch banking customer engagement

  • Offer customers assistance on financial planning and guide them in the orientation of appropriate bank-offered financial products to assist them in achieving their financial objectives

  • To follow the laws and regulations when conducting businesses and to have a solid awareness of the banking regulations

  • Deliver services in a professional manner and in accordance with the Bank's service values

  • Obtain the company's balanced scorecard

  • Ability to carry out assigned duties given by the branch in charge

JOB REQUIREMENTS

  • Possess a Diploma/Degree in any discipline or equivalent experience (Diploma must be Full-time)

  • Sales driven, target and result oriented

  • Has strong interest for banking and wealth management

  • Excellent customer focused mindset and strong interpersonal skills

  • Ability to explain complex information clearly and simply