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Achieve Group

Wealth Planning Manager

Early Applicant
  • 20 days ago
  • Be among the first 50 applicants

Job Description

OUR CLIENT OFFERS:

  • Attractive remuneration and a comprehensive benefits package.
  • Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
  • Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
  • Digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

RESPONSIBILITIES:

  • Tailor financial advice to meet each client's unique needs and requirements.
  • Recommend financial planning solutions that address customers needs.
  • Build relationship with new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

REQUIREMENTS:

  • Bachelor's degree from a recognised university or a diploma from a local polytechnic.
  • Interested in financial planning or wealth management. Prior work experience is not a requirement.
  • Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
  • Willing to work on a flexible schedule that includes weekends.

HOW TO APPLY:

Submit your application by emailing a detailed copy of your updated Resume in MS Word Format to Cesky Ong Zhi Rong (EA Personnel Reg. No. R24121422, Achieve Career Consultant Pte Ltd EA Licence No. 05C3451) by clicking the Apply Now or contact Cesky at [Confidential Information] or 9061 0702 for a confidential discussion.

Please indicate the below information in your resume:

  • Current & Expected Salary
  • Reason(s) for leaving
  • Notice Period / Availability to commence work

More Info

Industry:Other

Job Type:Permanent Job

Skills Required

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Date Posted: 04/11/2024

Job ID: 99128005

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