The posting
Wealth Planning Manager
Local Bank
• Basic From $3600 to $4200 + $300 monthly allowance & Incentives • Paid training will be provided • Fast track progression in the Banking and Finance industry
Responsibilities:
- Work closely with the team to manage clients’ portfolios, perform financial analysis
- Follow the existing list of clients provided by the company
- Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information
- Assisting in wealth preservation and capital growth
- Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives
Requirements:
• Degree or Local Diploma in any discipline • Good communication skills, strong customer service mindset • Keen interests in the Banking and Finance industry • Be proactive, a good listener, and people-oriented • Willingness to learn as comprehensive training provided
Attractive Basic Salary Package up to $$4200 Basic + $300 Allowance + Commission + Full Employment Benefits + Fast-track Progressions in Bank!
For Fast Response, please Email your updated resume in MS Word format with the following details to [email protected]
1) Last Drawn Salary 2) Expected Salary 3) Recent Photo 4) Reason(s) for Leaving 5) Availability Period 6) References
Steven Chan Registration No: R1105423 EA License No: 08C5257



