Wealth Planning Manager / Senior Wealth Planning Manager

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.

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