Wealth Planning Manager
CGP Personnel
About the job
Salary & Benefits:
- Up to $3,500.00 per month
Roles & Responsibilities:
- Offers a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the mass affluent
- Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money in order to achieve their life goals. Our products and services include loans, credit cards, investment and unit trusts, insurance, and priority banking.
- Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
- To seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
- Possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
- Good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
If you believe you fit the requirements for the role, please submit your application below or drop us an email directly quoting the job title.
Due to an anticipated high volume of applicants, we regret that only shortlisted candidates will be notified. The information provided is for recruitment purposes only.
Know someone who would be a great fit for this role? Refer them to us and get rewarded.
Cornerstone Global Partners (EA Licence Number: 19C9859) is an affirmative equal-opportunity employer and recruitment firm. We evaluate qualified applicants without regard to race, colour, religion, creed, gender, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class
Consultant Name : Glendon Toh
EA Registration Number: R1982182
Cornerstone Global Partners Pte Ltd (EA License: 19C9859)
contact@cornerstoneglobalpartners.com 
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