Wealth Planning Manager ( Comprehensive Perm Benefits/ Oversea Trip Award)

Overview:

· Permanent position with perks

· Multiple working location (Willing to travel based on business needs)

· 5.5 days’ work week (Comfortable with flexible schedule which include weekends)

· Structured training will be provided

Job Responsibilities:

· Serve retail customer and advise them on various personal banking and financial products and services based on their needs.

· Engage customers through branch banking touch points, tele-appointments, and/or outreach programs

· Provide 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

· Professionally and deliver service standard as prescribed by the Bank service values

· Achieve a balanced scorecard set by the company

· Ability to execute ad hoc duties as assigned.

Job Requirement:

· Possess a diploma/ degree in any discipline or equivalent experience

· 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

Interested candidates may send their resumes to khaiven_tay@persolkelly.com or apply through the application system.Regret to inform that only shortlisted candidates will be notified.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 • EA Registration No. R21101254 (Tay Khai Ven)

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