Wealth Planning Manager

Posted 02 March 2023
Salary $2,700.00 - $3,500.00 per month
Job type Perm
DisciplineBanking & Insurance
ContactJerry Yeo

Job description

  • Offers a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the mass affluent
  • Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money in order to achieve their life goals. Our products and services include loans, credit cards, investment and unit trusts, insurance, and priority banking.
  • Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank. 
  • To seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
  • 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. 
  • Good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.