Wealth Planning Manager - Permanent

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
Attractive remuneration; comprehensive benefits py...
Hybrid
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 personalized financial advice to clients, helping them achieve their financial goals. The ideal candidate should possess a degree or diploma related to financial planning or wealth management and be self-motivated with strong relationship-building skills. This role offers attractive remuneration, comprehensive benefits, and opportunities for professional growth

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 opportunities, and structured training for career development in wealth management.

Matching Summary

Match Score: 85

PERSOL SINGAPORE PTE. LTD. is seeking a Wealth Planning Manager who will provide personalized financial advice to clients, helping them achieve their financial goals. The ideal candidate should possess a degree or diploma related to financial planning or wealth management and be self-motivated with strong relationship-building skills. This role offers attractive remuneration, comprehensive benefits, and opportunities for professional growth.

Salary

Attractive remuneration; Comprehensive benefits package; Travel recognition program

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