Talentsis Pte Ltd – Wealth Planning Manager (Banking)

• To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
• You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• You should 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.
• You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
• You are expected to achieve a balanced scorecard set by the company.

Job Requirements:

• Candidate with diploma/ degree in any discipline
• A willingness to work on a flexible schedule that includes weekends
• Excellent communication and listening skills
• Confidence and Presentation skills
• Ability to explain complex information clearly and simply