Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager.

• Attending to customers and providing financial advice.
• Planning out and managing investment policies to achieve clients' financial goals.
• Maintaining and developing long‑lasting relationships with both existing and potential customers.
• Capitalising on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increasing client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Concluding sales through referrals from colleagues.
• Attending to enquiries from walk‑in customers.

• Basic salary + high commissions.
• Structured training and on‑the‑job training to help you develop the skillse...