Banking
Wealth Planning Manager
Category:
Banking
Clients’ best interests come first in your heart. Clients look for you to counsel them in decisions about their finances. Clients’ decisions matter to you, because it matters to them.
Partner with clients’ financial journey to achieve their life goals. You will navigate the journey and customise your financial advice to meet their varied and unique needs.
Self-motivated, Self-driven and always looking for opportunities to grow. You keep yourself relevant by updating your knowledge and skills in the banks' product and the changing environment to navigate better. You build and grow your network through tele-prospecting, virtual or in-person interactions and client outreach programmes.
Focused on building long-term relationships with clients. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.
Company:
Location:
Singapore
Date:
1 Jul 2023
