Epicareer Might not Working Properly
Learn More

Wealth Planning Manager (Open to Fresh Graduate)

$ 3,000 - $ 4,000 / month

Checking job availability...

Original
Simplified

Responsibilities:

  • Provide sound wealth management and financial advisory services.
  • Help customers achieve their financial goals through informed decisions.
  • Offer a range of products and services, including loans, credit cards, investments, insurance, and priority banking.
  • Engage customers via branch interactions, tele-appointments, and outreach programs.
  • Deliver holistic financial planning advice and identify suitable financial solutions.
  • Adhere to banking regulations and professional standards.
  • Meet performance targets set by the company.

Requirements:

  • Degree in any discipline; fresh graduates are welcome.
  • Flexible schedule, including weekends.
  • Passion for banking and wealth management.
  • Excellent communication and listening skills.
  • Confidence in presenting and explaining complex information clearly.

Only shortlisted candidates will be notified.

Please email a copy of your detailed resume to [email protected] for immediate processing.

(EA Reg No: 20C0312)