Bancassurance Specialist (incentives + basic)

PERSOLKELLY SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 70,000 - 100,000; Full time

Job summary

Une banque établie sur le marché mondial recrute un Wealth Planning Manager (Bancassurance) pour fournir des conseils financiers, gérer des investissements et développer des relations clientèle. Ce poste offre un salaire de base plus des commissions élevées, avec une formation structurée et des possibilités de mobilité interne.

Benefits

Salaires de base + hautes commissions

Formation structurée et pratique

Options de mobilité interne

Avantages médicaux

Qualifications

• Diplôme reconnu ou diplôme d'un polytechnique local.
• Intérêt pour la planification financière ou la gestion de patrimoine.

Responsibilities

• Fournir des conseils financiers aux clients.
• Gérer des politiques d'investissement pour atteindre les objectifs financiers des clients.
• Développer des relations avec des clients existants et potentiels.

Skills

Financial Planning

Customer Relationship Management

Sales Techniques

Education

Bachelor's degree or diploma

Job description

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance)

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971

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