[PERM] Wealth Planning Manager

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
**
Sound financial knowledge
Holistic financial planning advice
Understanding of banking regulations
** 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. **

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

** 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. **

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

Work Rights

Not specified

Tailored Resume

Cover Letter