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Wealth Planning Manager

Salary undisclosed

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A typical workday might look like this

1. Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank for example introducing a whole range of bank products

2. Seek opportunities to engage customers ; help them with their financial needs

3. Provide Services to clients

Some Services commonly provided:

1. Client profile

2. Engaging customers

3. Leads & Enquiries

4. Service Requests

5. Tracking their own performance


PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394
EA Registration No. R23111944 (Loh Hui Ru Clara)