As a Wealth Planning Manager , you will provide comprehensive financial solutions to clients by offering a wide range of investment, insurance, and banking products . Your primary goal is to help clients achieve their wealth accumulation, protection, and retirement planning goals, while meeting or exceeding your own sales targets and maintaining high service standards.

REQUIREMENTS:

• Diploma or Degree in Finance, Business, Economics, or related fields
• Minimum 1–3 years of experience in wealth advisory, relationship management, or financial planning is a plus
• CMFAS Certifications: M5 , M9 , M9A , HI ( M8/M8A for ILPs is a plus )
• Strong communication and interpersonal skills
• Sales-driven with a strong customer service mindset
• Familiar with investment and insurance products, and risk profiling
• Digitally savvy and adaptable to new technology tools

• Build strong client relationships and develop new business opportunities through leads, referrals, and outreach.
• Conduct financial needs analysis to understand client goals and recommend suitable solutions.
• Advise clients on investment products , life and general insurance , and banking services .
• Stay current with market trends and product knowledge to provide effective wealth planning advice.
• Ensure all regulatory and compliance standards (MAS, AML, KYC) are met.
• Collaborate with internal stakeholders (product specialists, branch staff) to deliver holistic solutions.