Wealth Planning Manager (No Exp Required)

Wealth Planning Manager (No Exp Required)

Our Client, one of the largest multinational banking and financial services corporations, is looking for a Wealth Planning Manager to join their expanding team.

Job Scope:

• Provide financial advice to clients through offering wealth management solutions such as insurance, structured deposits, loans, and unit trusts.
• Identify suitable financial solutions offered by the bank to meet clients' financial goals.
• Work with support staff to establish client records and update their files.
• Maintain ongoing relationships with clients, keeping them updated about any changes affecting their finances.
• Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.

The Talent:

• Degree in any specialization.
• Strong interpersonal and communication skills.
• Meticulous, organized, and good attention to detail.
• No experience required as training will be provided by top professional trainers.
• Immediate availability or short notice period will be an advantage.

Next Step:

• Please send your updated resume and expected package to stephanie.soh@adecco.com and acctf@adecco.com.
• All shortlisted candidates will be contacted.

Contact:

Name: Stephanie Soh Wan Jing

Direct Line: +65 6697 7974

EA License No: 91C2918

Personnel Registration Number: R2197768

Adecco is acting as an Employment Business in relation to this vacancy.

The Adecco Group is an Equal Opportunities Employer.