- Singapore
全职 Wealth Planning Manager - Senior Wealth Planning Manager 工作, 薪水 up to SGD 7,000, SKYWORKS CONSULTING PTE. LTD. 公司招聘中 - Ricebowl
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职位描述
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About the Role
As a Wealth Planning Manager / Senior Wealth Planning Manager, you will understand clients’ financial goals and provide suitable financial planning, investment, and insurance solutions. You will build long-term client relationships, develop new client opportunities, and provide personalised financial guidance based on their needs.
You will also stay updated on financial products and market trends while working towards business goals and maintaining strong client service.
Requirements
Bachelor’s Degree from a recognised university or Diploma from a local polytechnic.
Interest in financial planning, wealth management or related financial services. Prior work experience is not required.
Strong interpersonal and communication skills with the ability to engage clients professionally.
Comfortable working on a flexible schedule, including weekends.
Candidates with more extensive financial advisory experience may be considered for Senior Wealth Planning Manager positions.
What We Offer
Attractive remuneration package with comprehensive benefits.
Recognition programmes with opportunities for qualifying employees to participate in overseas incentive trips.
Structured training and on-the-job development to build the knowledge and skills required for a career in financial planning and wealth management.
Digital working capabilities that support a hybrid work arrangement, with flexibility to work from the office, home or while meeting clients.
Skyworks Consulting Pte Ltd / Employment Agency License Number:
20C0304
We work closely with companies to help them develop their talent pool efficiently. We want job seekers to find the right jobs and companies to find the right employees.
Our team of recruitment consultants has years of experience in various industries and can create the right staffing solutions for any company in the industry regardless of size. We provide our clients permanent, temporary, contract and part time staffing solutions based on their business needs.
As a Wealth Planning Manager / Senior Wealth Planning Manager, you will understand clients’ financial goals and provide suitable financial planning, investment, and insurance solutions. You will build long-term client relationships, develop new client opportunities, and provide personalised financial guidance based on their needs.
You will also stay updated on financial products and market trends while working towards business goals and maintaining strong client service.
Requirements
Bachelor’s Degree from a recognised university or Diploma from a local polytechnic.
Interest in financial planning, wealth management or related financial services. Prior work experience is not required.
Strong interpersonal and communication skills with the ability to engage clients professionally.
Comfortable working on a flexible schedule, including weekends.
Candidates with more extensive financial advisory experience may be considered for Senior Wealth Planning Manager positions.
What We Offer
Attractive remuneration package with comprehensive benefits.
Recognition programmes with opportunities for qualifying employees to participate in overseas incentive trips.
Structured training and on-the-job development to build the knowledge and skills required for a career in financial planning and wealth management.
Digital working capabilities that support a hybrid work arrangement, with flexibility to work from the office, home or while meeting clients.
Skyworks Consulting Pte Ltd / Employment Agency License Number:
20C0304
We work closely with companies to help them develop their talent pool efficiently. We want job seekers to find the right jobs and companies to find the right employees.
Our team of recruitment consultants has years of experience in various industries and can create the right staffing solutions for any company in the industry regardless of size. We provide our clients permanent, temporary, contract and part time staffing solutions based on their business needs.
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