Wealth Planning Manager (No Exp Required)
Wealth Planning Manager (No Exp Required)
- Degree in any specialization
- Strong interpersonal and communication skills
- No experience required as training will be provided by top professional trainers
Our Client, one of the largest multinational banking and financial services corporation is looking for a Wealth Planning Manager to join their expanding team.
- Attractive remuneration with attractive bonuses and promising career progression
Job Scope:
- Provide financial advice to clients through offering wealth management solutions such as insurance, structured deposits, loans and unit trusts
- Identify suitable financial solutions offered by the bank to meet their financial goals
- Work with support staff to establish client records and update their files
- Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances
- Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs
The Talent
- Degree in any specialisation
- Strong interpersonal and communication skills
- Meticulous, organised and good attention to details
- No experience required as training will be provided by top professional trainers to help build Hard Skill, Soft Skill and Mind Skill
- Immediate avalibility or short notice period will be an advantage!
Next Step
- Please send your updated resume and expected package to [email protected] and [email protected]
- All shortlisted candidates will be contacted!
Name: : Stephanie Soh Wan Jing
Direct Line: +65 6697 7974
EA License No: 91C2918
Personnel Registration Number: R2197768
Adecco is acting as an Employment Business in relation to this vacancy.
The Adecco Group is an Equal Opportunities Employer.
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