Banking Sales Specialist

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

PERSOL Singapore Pte Ltd in Singapore seeks a Wealth Planning Manager to 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.

You will advise clients on wealth planning and investments, perform needs analysis, maintain long-term relationships through regular reviews, and stay updated on MAS regulations

Qualifications

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

Wealth planning

Sales targets

Compliance (MAS)

Interpersonal skills

Communication

Education

Diploma or Bachelor’s degree

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.

We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations.

For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy: https://www.persolsingapore.com/policies. If you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at [e-mail].

PERSOL Singapore Pte Ltd RCB No. 200007268E EA License No. 01C4394 EA Registration No. R1877971(Derrick Tiew Yong Han)