Wealth Planning Manager - Permanent

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
Attractive remuneration; comprehensive benefits py...
**
Bachelor's degree or local polytechnic diploma
Strong interest in financial planning
Ability to tailor investment policies
** PERSOL SINGAPORE PTE. LTD. is seeking a Wealth Planning Manager who will provide tailored financial advice to clients, focusing on building long-lasting relationships. The ideal candidate should have a strong interest in financial planning, a relevant educational background, and the ability to proactively engage with customers. **

Job Summary

  • The role involves acting as a trusted companion to clients, tailoring financial advice to meet their unique life goals.
  • Responsibilities include managing investment policies, attending customer events, and proactively expanding the client base through outreach.
  • The position offers attractive remuneration, overseas travel recognition programs, and structured training for career development in wealth management.

Matching Summary

Match Score: 75

** PERSOL SINGAPORE PTE. LTD. is seeking a Wealth Planning Manager who will provide tailored financial advice to clients, focusing on building long-lasting relationships. The ideal candidate should have a strong interest in financial planning, a relevant educational background, and the ability to proactively engage with customers. **

Salary

Attractive remuneration; Comprehensive benefits package; Overseas travel opportunities

Skills & Requirements

Must-have

  • Bachelor's degree or local polytechnic diploma
  • Strong interest in financial planning
  • Ability to tailor investment policies

Nice-to-have

  • Self-motivated with growth mindset
  • Experience in tele-prospecting
  • Building long-term client relationships

Key Requirements

  • Bachelor's degree from recognized university
  • Diploma from local polytechnic
  • Interest in financial planning or wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter