Wealth Planning Manager - #1161841

Key Responsibilities

• Provide comprehensive wealth management and financial planning advice tailored to clients’ objectives.

• Guide clients on investment strategies through approved investment platforms and solutions.

• Conduct regular financial assessments, portfolio reviews, and advisory consultations.

• Foster and maintain strong, long-lasting client relationships built on trust and professionalism.

• Coach, mentor, and support an assigned team of 2 consultants.

• Strengthen leadership and team management skills through ongoing development opportunities.

• Identify and cultivate new business opportunities through referrals, networking, and relationship-building initiatives.

Candidate Requirements

• Strong interpersonal, communication, and client engagement skills.

• Self-driven with leadership potential and a proactive attitude.

• Keen interest in wealth management, investments, and financial planning.

• Diploma or Degree qualifications preferred.

• Prior experience in financial services, advisory, or sales is advantageous.

• Fresh graduates with strong communication and leadership qualities are encouraged to apply.