Wealth Planning Manager

Responsibilities:

• Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide holistic financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
• Conduct yourself professionally and deliver service standard as prescribed by the Bank service values
• Achieve a balanced scorecard set by the company

Contractual Period:

• Permanent

Location:

• Various Locations (Will be allocated depending on business needs, nearest to your place)

Working Hours:

• 5.5 days work week (must be prepared to work on weekends for branch working hours)

Salary:

• Up to $4,500 + Commission + $300 Transport Allowance

Requirements:

• Possess a diploma/ degree in any discipline
• Sales driven, willing to travel and work on a flexible schedule that includes weekends
• Possess sound financial knowledge
• Has 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 applicants, kindly email your detailed resume (MS Word format is preferred):

joan@successhrc.com.sg (Registration No. R1332758)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.
 

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

T: 6337 3183 | W: www.successhrc.com.sg