Wealth Planning Analyst

Great Job Opportunities at a Reputation Local Bank

Your new company
This Singaporean multinational banking and financial services corporation is known for its roots in the wealth management and retail banking sector, serving the general public in the world. Due to market growth, the team is looking for new additions in the branches.

Your new role
  • Primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
  • Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
  • Possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
  • Conduct yourself professionally and deliver service standard as prescribed by the Bank service values.

What you'll need to succeed
To be successful, you should possess:
  • A diploma/ degree in any discipline
  • A willingness to work on a flexible schedule that includes weekends
  • A passion for banking and wealth management
  • Excellent communication and listening skills
  • Confidence and Presentation skills

What you'll get in return
It is a unique platform to work with the people in the industry to grow both personally and professionally. They provide a clear career path which bring you further in life.

What you need to do now
Please contact Cyndi Aw at Hays on +60 12 921 7580 or cyndi.aw@hays.com.my if you are interested to know more on this role. At hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
Singapore
Specialism
Banking and Financial Services
Ref:
1201641

Talk to a consultant

Talk to Cyndi Aw, the specialist consultant managing this position, located in Singapore
#27-20 UOB Plaza 2, 80 Raffles Place

Telephone: +60129217580

Similar jobs to Wealth Planning Analyst

  • Associate, Investment Banking

    This respected European Investment bank is looking for an associate to join their Real Estate Team.
    SingaporeCompetitive
  • Financial Analyst

    Finance Analyst (Expenses) role in a MNC!
    Singapore
  • Finance Business Analyst

    Proven experience in Excel, SQL, Visualisation tools required
    Singapore
  • SOC Analyst for top leading firms

    SOC Analyst - Multiple roles in the Singapore Market
    Singapore
  • Wealth Planning Manager

    This international bank is looking for a Relationship Manager to join their established retail banking team.
    SingaporeCompetitive