Life Planner (SilverLife Banking)

The Life Planner is an ambassador of the SilverLife programme, helping clients navigate their retirement journey and improve their retirement readiness.

Through the LIFE360 framework, the Life Planner engages clients in meaningful conversations across four key areas:

• Retirement planning
• Healthcare preparedness
• Legacy planning
• Lifestyle and wellbeing

The Life Planner educates and guides clients, helps them identify their priorities and planning gaps, and supports them in determining their next steps. Where clients wish to explore financial solutions, the Life Planner obtains their consent and refers them to the relevant Relationship Manager, Insurance Specialist or authorised adviser.

The role supports stronger client engagement, deeper relationships and greater client stickiness with the Bank.

Key Responsibilities :

• Serve as an ambassador for SilverLife Banking and its retirement proposition.
• Conduct structured LIFE360 discovery conversations with clients.
• Educate and guide clients on retirement, healthcare, legacy, lifestyle and wellbeing topics.
• Help clients clarify their retirement goals, priorities and areas requiring further attention.
• Build trusted, long-term relationships with clients.
• Collaborate closely with Relationship Managers, Insurance Specialists and other internal stakeholders.
• Facilitate consent-based referrals when clients wish to explore suitable financial solutions.
• Support SilverLife client events, educational activities and engagement initiatives.
• Maintain accurate records of client discussions, acknowledgements and referrals.
• Adhere to all regulatory requirements, internal policies, approved processes and role boundaries.

Qualifications & Requirements :

• Required CMFAS modules: RES 1B, RES 5, CM-EIP, CM-SIP, M9, M9A and HI, subject to applicable exemptions and prevailing regulatory and internal requirements.
• Relevant experience in banking, wealth management, insurance, financial planning or client engagement is preferred.
• Entrepreneurial, self-driven and passionate about engaging and helping clients.
• Strong communication, presentation and relationship-building skills.
• Ability to simplify complex topics and conduct meaningful client conversations.
• Strong collaboration and stakeholder-management skills.
• Client-centric, empathetic and committed to high standards of integrity and professionalism

Please note only shortlisted candidates will be notified.