Wealth management specialist

on March 26, 2026

[Job ID: 533220]
  
Key Responsibilities:

  • Engage with retail customers through branch touchpoints, tele-appointments, and outreach programs to understand their financial needs.
  • Provide professional financial planning advice, helping customers make informed decisions on personal banking and investment products.
  • Identify and recommend suitable financial solutions aligned with each customer’s unique goals and circumstances.
  • Build and nurture long-term relationships with clients through regular follow-ups and ongoing support.
  • Maintain a strong understanding of banking regulations and ensure full compliance with all rules and guidelines.

Requirements:

  • Bachelor’s degree from a recognised university or Diploma from a local polytechnic.
  • Strong interest in financial planning and wealth management.
  • Excellent communication and interpersonal skills, with the ability to interact professionally with diverse customers.
  • Willing to work on a flexible schedule, including weekends.

We regret that only shortlisted candidates will be notified. However, rest assured that all applications will be updated to our resume bank for future opportunities.
  
Please kindly refer to the Privacy Policy of Good Job Creations for your reference: https://goodjobcreations.com.sg/en/privacy-policy/
  
EA Personnel Name: Cesky Ong Zhi Rong
EA Personnel Registration Number: R24121422
EA License No.: 07C5771
  
#SCR-cesky-ong