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.