Wealth Planning Manager

Our client from the Banking sector is looking for Wealth Planning Managers. We are looking as many eligible candidates as we can find.

Do you fit the profile?

Clients’ best interests come first in your heart. Clients look for you to counsel them in decisions about their finances. Clients’ decisions matter to you, because it matters to them.

Partner with clients’ financial journey to achieve their life goals. You will navigate the journey and customise your financial advice to meet their varied and unique needs.

Self-motivated, Self-driven and always looking for opportunities to grow. You keep yourself relevant by updating your knowledge and skills in the banks' product and the changing environment to navigate better. You build and grow your network through tele-prospecting, virtual or in-person interactions and client outreach programmes.

Focused on building long-term relationships with clients. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

Preferred Profile:

Determined individuals. Clear about the requirements and challenges of a sales, target-driven role in the banking sector.

Candidates will be strictly evaluated based on their passion and aspirations to excel in a Financial Institution (FI) sales role.

· Fresh degree graduates (Confirm date of last exam paper and expected date of graduation)

· Diploma holder with 1- 2 years of full-time working experience and maturity in sales.

· Experienced Rank &
File (RNF) representatives

Pre-requisite:
MAS Guidelines

Age:
At least 21 years old

Educational Qualification:

- Diploma from recognized Local Institutions

- Other Diploma

For Other Diploma Holders:

An endorsed certificate from the approved education institution is required.

Eligible Candidates must meet all requirements.

Other Diploma Holders need to fulfil the following MAS guidelines (page 3) criteria:

- Course comprises at least 900 training hours / course duration is at least 2.5 years on a part-time basis.

- Assessment method is minimally 50% examination based

- Qualification allows for admission into a university