Bancassurance Specialist (incentives + basic)

PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd); Singapore; Hybrid; SGD 50,000 - 80,000; Full time

Job summary

Join a leading established bank as a Wealth Planning Manager (Bancassurance) in Singapore. This role involves providing financial advice, managing investment strategies, and cultivating client relationships. Enjoy a competitive salary with performance-based commissions and professional training opportunities in financial planning and wealth management.

Benefits

Basic salary + high commissions

Structured training and on-the-job training

Medical benefits

Internal mobility options

Qualifications

• Bachelor's degree required.
• Interested in financial planning or wealth management.

Responsibilities

• Provide financial advice and manage investment policies.
• Develop relationships with customers and increase client base.
• Attend to walk-in customer enquiries.

Skills

Financial advising

Client relationship management

Sales

Education

Bachelor's degree from a recognized university or 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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e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching, career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, and job redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives.