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Wealth Planning Manager/Relationship Manager (Banks)

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

Job Summary

  • Singapore
  • Permanent
  • BBBH774842
  • Feb 03, 2021
  • Competitive
Job Description

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

About the Company

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

Responsibilities:

  • 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.

Requirements:

  • 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

Benefits:

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

If you are intested in the role and like to discuss further, please email to Alvin at alau@morganmckinley.com.
EA Licence No: 11C5502
EA Registration Number: R1874110

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Consultant Details

Consultant Details

Alvin Lau
Alvin Lau
  • Delivery Consultant | M3S
  • +65 6818 3130
  • alau@morganmckinley.com