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 
