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Wealth Planning Manager

Company

Success Human Resource Centre Pte Ltd.

Location

singapore, singapore

Type

Full-time

Monthly Salary: Up to $4500 + Commission + $300 transport allowance

Job Type:

  • Permanent
  • Various locations
  • Up to $4,500 + Commission + $300 Transport Allowance
  • 5.5 days work week (must be prepared to work on weekends for branch working hours)

Responsibilities:

  • Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank
  • Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
  • Provide holistic financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
  • Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
  • Conduct yourself professionally and deliver service standard as prescribed by the Bank servi...

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