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