Bancassurance Specialist (incentives + basic)

PERSOLKELLY SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 50,000 - 80,000; Full time

Job summary

A leading bank in the global market is seeking a Wealth Planning Manager (Bancassurance) to provide financial advice, manage investment policies, and develop customer relationships. This role offers structured training, hybrid work arrangements, and competitive salary plus commissions.

Benefits

Basic salary + high commissions

Structured training and on-the-job training

Hybrid arrangements - flexible work

Medical benefits

Internal mobility options

Qualifications

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

Responsibilities

• Provide financial advice and manage investment policies.
• Develop relationships with customers and capitalize on sales opportunities.
• Increase client base by proactively reaching out to potential clients.

Skills

Financial planning

Wealth management

Customer relationship management

Sales

Education

Bachelor's degree

Diploma from a local polytechnic

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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