IPB - Wealth Planning Manager

Citibank - More jobs by this advertiser
IPB - Wealth Planning Manager-18015296
  • As part of a dynamic business serving the Affluent Offshore customers based in Asia Pacific, 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 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 5 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 preferred

At Citi, we groom the leaders of today and tomorrow. Take the opportunity to embark on a challenging, fulfilling and rewarding career with one of the world’s most respected financial institutions now.


15 May 2019
Location: Singapore Singapore
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

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