Description

Your new company
Our client is one of the largest financial services companies in the world, and they are currently looking for a Wealth Planning Manager to join their team.

Your new role

• Provide holistic financial planning and wealth management advice to clients
• Identify client needs and recommend suitable investment, insurance, and banking solutions
• Build and maintain strong, long-term client relationships
• Drive business growth by acquiring new clients and deepening existing relationships
• Stay updated on market trends, products, and regulatory requirements
• Collaborate with internal teams to deliver seamless client experiences

What you'll need to succeed

• Excellent communication and interpersonal skills
• Proven track record in client acquisition and relationship management
• Relevant certifications (e.g., CFP, CFA, CMFAS) preferred
• Fresh graduates are welcome to apply

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Shen Mim at Hays on +65 63030151 or email shenmim.quah@hays.com.sg for a confidential discussion. Referrals are welcome.

Registration ID No. R22104697 | EA License number: 07C3924 | Company Registration No. 200609504D