Wealth Planning Manager
Location
singapore, singapore
Job Type
Full-time
Category
Other-General
Posted
June 19, 2026
Key Responsibilities
- Provide comprehensive wealth management and financial planning advice tailored to clients’ objectives.
- Guide clients on investment strategies through approved investment platforms and solutions.
- Conduct regular financial assessments, portfolio reviews, and advisory consultations.
- Foster and maintain strong, long‑lasting client relationships built on trust and professionalism.
- Coach, mentor, and support an assigned team of 2 consultants.
- Strengthen leadership and team management skills through ongoing development opportunities.
- Identify and cultivate new business opportunities through referrals, networking, and relationship‑building initiatives.
- Strong interpersonal, communication, and client engagement skills.
- Self‑driven with leadership potential and a proactive attitude.
- Keen interest in wealth management, investmen...