Manager, Personal Wealth Manager

PLACEMENT PROFESSIONALS

Islandwide, Singapore
Understand customers financial needs
Promote consumer banking products
Cross-sell insurance and investments
This role focuses on delivering banking and investment solutions to help customers better manage and grow their finances

Job Summary

  • This role focuses on delivering banking and investment solutions to help customers better manage and grow their finances.
  • You will leverage the Bank's branch network, tele-consulting, and referrals to meet individual sales targets.
  • The position requires combining financial advisory, sales, and relationship management with a strong emphasis on compliance.

Matching Summary

Match Score: 85

This role focuses on delivering banking and investment solutions to help customers better manage and grow their finances.

Skills & Requirements

Must-have

  • Understand customers financial needs
  • Promote consumer banking products
  • Cross-sell insurance and investments
  • Build long-term customer relationships
  • Maintain accurate documentation

Nice-to-have

  • Strong interpersonal communication skills
  • Ability to work independently
  • Drive and initiative in fast-paced environment
  • Flexibility for extended working hours

Key Requirements

  • Recognised degree or diploma in relevant field
  • Strong interpersonal and communication skills
  • Ability to work independently with resourcefulness

Work Rights

Not specified

Tailored Resume

Cover Letter