Wealth Planning Manager

at  Hays

YOUR NEW COMPANY

Our client, a high reputable bank based in Singapore, serves a diverse range of customers. Due to their sustained success, they are actively seeking Relationship Managers at different levels. As they expand further into retail and private wealth sectors, this organisation is committed to growth.

YOUR NEW ROLE

This is a client-facing role and requires an individual who wants to work within a customer-centric environment. Based in branch, this role requires you to be working 5.5 days (weekend allowance and time lieu available). Responsibilities will include:

• Conduct high level fact-finding and consultative financial analysis to understand personal banking client financial background and recommend wealth management products to help clients to meet their mid to long term financial objective.
• Provides timely updates and quality after-sales service that leads to repeat purchase and/or referrals.
• Provide servicing resolutions that help to establish and maintain long term relationships with client from personal to priority banking level and recommend client different wealth management products to maximise return and/or achieve long term financial goals in accordance to client’s risk appetite and financial objective.
• Relationship building with high net worth client by providing timely updates and propose alternative investment instruments based on client’s profile.
• Product recommendations tailored towards client’s individual needs and maximise portfolio return and achieve overall capital growth on client’s wealth.

WHAT YOU NEED TO DO NOW

If you’re interested in this role, forward an updated copy of your CV.
Hays Reg No.: R22108533, EA License: 07C3924, Company Reg No: 200609504D

This is a client-facing role and requires an individual who wants to work within a customer-centric environment. Based in branch, this role requires you to be working 5.5 days (weekend allowance and time lieu available). Responsibilities will include:

• Conduct high level fact-finding and consultative financial analysis to understand personal banking client financial background and recommend wealth management products to help clients to meet their mid to long term financial objective.
• Provides timely updates and quality after-sales service that leads to repeat purchase and/or referrals.
• Provide servicing resolutions that help to establish and maintain long term relationships with client from personal to priority banking level and recommend client different wealth management products to maximise return and/or achieve long term financial goals in accordance to client’s risk appetite and financial objective.
• Relationship building with high net worth client by providing timely updates and propose alternative investment instruments based on client’s profile.
• Product recommendations tailored towards client’s individual needs and maximise portfolio return and achieve overall capital growth on client’s wealth