Wealth Planning Manager – Consumer Banking (Singapore)

About the role

As a Wealth Planning Manager in the Consumer Banking Group, you will act as a trusted advisor to clients, helping them navigate financial decisions that impact their lives. You will tailor advice to each client’s unique goals and support them in building and protecting their wealth.

Key responsibilities

• Provide personalized financial planning and wealth management advice to customers.
• Identify and recommend suitable banking products, investment ideas, and insurance solutions.
• Engage with clients through tele‑prospecting, virtual meetings, and in‑person interactions.
• Maintain and grow long‑term client relationships to achieve personal and team targets.
• Participate in customer outreach programmes and support branch initiatives.

Required profile

• Bachelor’s degree from a recognised university or a diploma from a local polytechnic.
• Strong interest in financial planning or wealth management.
• Excellent communication skills and a professional demeanor.
• Willingness to work a flexible schedule, including weekends.
• Prior experience is not required; candidates with relevant experience may be considered for senior positions.

Required skills

What we offer

• Competitive remuneration with a monthly salary range of SGD 3,000‑5,400.
• Comprehensive benefits package and a recognition program with travel opportunities.
• Structured training and on‑the‑job development in financial planning.
• Hybrid work model enabled by digital tools, allowing work from branch, home, or on‑site with clients.