Wealth Planning Manager

  • Job category
    Banking and Finance, Consulting, Customer Service, Insurance, Sales / Retail
  • Job level
  • Contract type
    Full Time
  • Location
  • Salary
    S$3000 - S$3400

Job Description

Wealth Planning Manager/ Senior Wealth Planning Manager, Consumer Banking Group

Our Client is one of the largest banks in Southeast Asia by Assets and among the larger Bank in Asia, a multinational banking and financial services corporation headquartered in Singapore. Today, they have more than 100 branches island wide. They offer a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man on the street to the affluent. Providing sound wealth management and financial advisory services.


  • 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 sarah@primestaff.com.sg or click ‘apply’.

EA Licence No. 95C5411

EAP Licence No. R2090430

Closing on 09 Jul 2021

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