Bancassurance Specialist

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

PERSOL SINGAPORE PTE. LTD. is seeking a Wealth Planning Manager to deliver comprehensive wealth and financial planning solutions for clients in Singapore.

You will build client relationships, advise on insurance and investment products, and drive sales targets while ensuring MAS compliance. You will conduct needs analyses, tailor recommendations, and stay updated on product knowledge and market developments.

Qualifications

• Diploma or Bachelor’s degree in any discipline.
• CMFAS and/or M5/M9/M9A certifications for experienced sales personnel.
• Strong interpersonal and communication skills; client-focused.
• Self-driven, results-oriented and able to work in a target-driven environment.

Responsibilities

• Advise clients on wealth planning, insurance, and financial protection solutions.
• Conduct financial needs analysis and recommend suitable products based on clients’ goals.
• Build and maintain long-term client relationships through regular reviews and servicing.
• Achieve individual sales and performance targets.
• Ensure all advisory and sales activities comply with MAS regulations and company policies.
• Stay updated on product knowledge and market developments.

Skills

Interpersonal skills

Communication skills

Sales mindset

Goal orientation

Education

Bachelor's degree

Diploma

Job description

Job Description

We are seeking aWealth Planning Managerto provide comprehensive wealth and financial planning solutions to clients. The role focuses on building client relationships, delivering tailored insurance and investment solutions, and achieving sales targets while ensuring regulatory compliance.

Key Responsibilities

• Advise clients on wealth planning, insurance, and financial protection solutions.
• Conduct financial needs analysis and recommend suitable products based on clients’ goals.
• Build and maintain long-term client relationships through regular reviews and servicing.
• Achieve individual sales and performance targets.
• Ensure all advisory and sales activities comply with MAS regulations and company policies.
• Stay updated on product knowledge and market developments.

Requirements

• Diploma or Bachelor’s degree in any discipline.
• Relevant certifications (e.g. CMFAS, M5/M9/M9A) for experienced financial sales persons
• Strong interpersonal and communication skills.
• Self-driven, results-oriented, and client-focused.
• Comfortable working in a target-driven environment.