Wealth Planning Manager

Wealth Planning Manager

PrimeStaff Management Services Pte Ltd
0-5 years
Not Specified

Job Description

Our Client is a local multinational banking and financial services corporation. Today, they have more than 100 branches island wide. They are the largest bank in Southeast Asia by assets and among the larger banks in Asia. They offer 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. Some of their products and services include loans, credit cards, investment and unit trusts, insurance, and priority banking.
  • You will be part of our award-winning teams to provide a personalized banking experience for the customers.
  • To 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.
  • To 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.
  • To have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
  • 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.

  • Diploma/Degree in any discipline with local Polytechnics or Universities.
  • Willingness to work on a flexible schedule that includes weekends.
  • Passionate in banking and wealth management.
  • Driven and service-oriented individuals.
  • Excellent communication and listening skills.
  • Confident and good presentation skills.
  • Ability to explain complex information clearly and simply.

Interested applicants, please send your updated resume to [Confidential Information] or click ‘apply’.

EA Licence No. 95C5411
EAP Licence No. R1106591

PrimeStaff Group was incorporated in 1994 with the sole objective of providing quality services in recruitment and human resource management and development. Since then, the company has grown organically into a specialist provider of permanent, contract, temporary and outsourced recruitment solutions. With over a decade of experience in Singapore, we operate across the public and private sectors, dealing from permanent positions, contract roles to temporary assignments.

Assisting jobseekers and employers, PrimeStaff’s regional expertise spans across the Asia Pacific region.

Our aim is to give employers quality staffing and individual candidates greater opportunities to succeed in their careers through a broad range of contacts and value-added expertise.

We have succeeded in transforming a conventional business concept into one that embraces technology, without sacrificing that all-important personal touch.

At PrimeStaff, we’re passionate about people.

EA Licence No.95C5411

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