“Wealth Planner (VP Level)” – 2 Permanent Positions based in Singapore with a top tier bank.

Job Function:

Main responsibility will be new business acquisition and marketing / promotion of Bank’s Wealth Planning Solutions (WPS). Other responsibilities include support in the trust relationship management and other trust administration areas.

Key Responsibilities: 

·         All marketing and promotional activities.

·         Solicit prospect by introducing WPS services.

·         Meet and write proposal to prospective clients.

·         Follow through with prospecting till completion.

·         Guide and train bankers / Relationship Managers of WPS benefits and its services.

·         Forge close / improve working relationship with private bankers/RM.

·         Any other job duties which the supervisor may delegate from time to time.

Requirements:

·         Degree in Law or Accounting with Trust Fiduciary (TEP) or life insurance license.

·         Minimum 5 years in Trust / fiduciary Life insurance. A plus if the candidate has experience with financial institutions.

·         Candidate must be fluent in trust and life insurance concept and able to provide financial planning and structuring advice to clients.

·         Must have Private banking experience & experience in working with Relationship Managers and Wealth Planning expertise.

·         Fluent, both oral and written (must), in English and Chinese. Mandarin & Cantonese with other languages is a plus.

These are remarkable opportunities with superior challenges & career growth.

As per my client needs, this role is open for the candidates currently based in Singapore only. Should have strong communication skills in English & Chinese.

If this interests you, Please send your CV to srinivas.reddy@adecco-asia.com to initiate the process.

We regret that only shortlisted candidates will be contacted.