• Competitive
  • Singapore
  • Permanent, Full time
  • Citibank NA
  • 2019-03-20

IPB - Wealth Planning Manager

IPB - Wealth Planning Manager

  • Primary Location: Singapore,Singapore,Singapore
  • Education: Other
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18015296


  • As part of a dynamic business serving affluent offshore customers based in Asia, the Wealth Planning Manager will partner and work closely with Relationship Managers
  • This role will require the incumbent to provide customers with advice on insurance solutions to help protect and preserve customers wealth as part of the Citigold wealth management proposition
  • He/She will need to work closely with Relationship Managers to identify opportunities and to coach them on insurance concepts and products
  • The incumbent may also have to travel and give presentations on Legacy planning


The ideal candidate will meet the following requirements:
  • Excellent interpersonal communication and a strong desire to achieve and have a disciplined approach to sales
  • Minimum diploma holder with at least 8 years of sales experience in an insurance company or a financial institution, with a proven sales track record
  • Familiarity with financial planning concepts and an AFP/AFC or a CFP/ChFC certification would be preferred
  • Bancassurance experienced necessary
  • Language skills in English and one other local languages are essential for this role