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Wealth Planning Manager

Job Seekers Singapore Banking Operations, Financial Services Front Office Financial Services - Banking

Job Summary

  • Singapore
  • Permanent
  • BBBH774842
  • Feb 04, 2021
  • Competitive
Job Description

Morgan McKinley is working in partnership with a well-established bank providing banking services and financial solutions.

The successful candidate will provide sound wealth management and financial advisory services to customers to make informed decisions to achieve their life goals.


  • Serve retail customer and advise on personal banking and financial products and services
  • Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
  • Provide holistic financial planning advice to the customers.
  • Identify suitable financial solutions offered by the bank to meet customers' financial goals.
  • Adhere to the banking regulations, rules and guidelines when conducting business.
  • Deliver service standard as per the Bank service values.


  • At least diploma/degree in any discipline
  • Fresh grads are greatly welcomed
  • Passion in sales or banking and wealth management
  • Excellent communication and listening skills


  • Remuneration package: Basic + Attractive Commission
  • Training provided and certification cost covered

If you are interested in the role and like to discuss further, please click Apply Now or email to Alvin at
EA Licence No: 11C5502
EA Registration Number: R1874110


Consultant Details

Consultant Details

Alvin Lau
Alvin Lau
  • Delivery Consultant | M3S
  • +65 6818 3130