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PERSOL Singapore Pte. Ltd. is seeking a Wealth Planning Manager to advise individual retail customers on personal banking and financial products. The ideal candidate should possess strong financial knowledge and communication skills while adhering to banking regulations. A flexible working schedule, including weekends, is required.
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Job Summary
The role involves serving individual retail customers by advising on personal banking and financial products.
Candidates must possess sound financial knowledge to provide holistic financial planning solutions tailored to customer goals.
Employees are expected to adhere strictly to banking regulations while maintaining professional service standards.
Matching Summary
Match Score: 75
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PERSOL Singapore Pte. Ltd. is seeking a Wealth Planning Manager to advise individual retail customers on personal banking and financial products. The ideal candidate should possess strong financial knowledge and communication skills while adhering to banking regulations. A flexible working schedule, including weekends, is required.
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Skills & Requirements
Must-have
Sound financial knowledge
Holistic financial planning advice
Understanding of banking regulations
Professional conduct and service standards
Nice-to-have
Passion for banking and wealth management
Excellent communication and listening skills
Confidence in presentation skills
Ability to explain complex information clearly
Key Requirements
Willingness to work flexible schedule including weekends