Banks Sales / Up to S$4.2K Basic

STAR Recruitment Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A financial services firm in Singapore is seeking a Wealth Planning Manager who will provide personalized financial solutions to banking clients. Responsibilities include engaging with customers, offering wealth management solutions, and collaborating with the team for a seamless customer experience. Candidates should possess a Diploma/Degree and have strong communication skills. A comprehensive benefits package and competitive salary structure are offered.

Benefits

Quarterly Awards

24 days annual leave

Yearly flexi-allowances for Health and Wellness

Preferential staff rates for loans

Qualifications

• Prior financial sales experience is an advantage.
• Strong passion for a sales career and wealth management.
• Results-oriented with strong time-management skills.

Responsibilities

• Engage with customers to understand financial goals.
• Provide wealth management solutions to banking clients.
• Collaborate with colleagues for seamless customer experience.
• Participate in training to stay updated with industry trends.

Skills

Strong interpersonal and communication skills

Problem-solving and decision-making abilities

Proficiency in Microsoft Office

Positive attitude

Education

Recognised Diploma/Degree in any field

Job description

The Opportunity

Our clients are seeking a Wealth Planning Manager to join their team. You will play a crucial role in providing personalised financial solutions and exceptional customer service to our diverse clientele in the bank.

Paid training will be provided for non-experienced candidates.

Remuneration

$3,600 - $4,200 Basic + $300 Monthly Allowance + Uncapped Commission.

Benefits

Quarterly Awards, 24 days annual leave, 2 days family care leave, 1 birthday off, yearly flexi-allowances for Health and Wellness, and preferential staff rates for loans.

Key Responsibilities

• Actively engage with customers to understand their financial goals and provide tailored product recommendations.
• Provide wealth management solutions to banking clients through the sales of Bancassurance and investment products.
• Serve branch walk-ins and engage leads provided from the bank’s database.
• Collaborate with colleagues to ensure a seamless and positive customer experience.
• Participate in regular training to stay up-to-date with industry trends and regulations.

What We’re Looking For

• Strong interpersonal and communication skills to effectively engage with customers.
• Excellent problem‑solving and decision‑making abilities.
• Proficient in Microsoft Office applications and comfortable with technology.
• A team player with a positive attitude and a commitment to delivering outstanding customer service.

Requirements

• A recognised Diploma/ Degree in any field.
• Prior financial sales work experience will be an advantage.
• Strong passion for a sales career and wealth management.
• Excellent communication and interpersonal skills.
• Results‑oriented with strong time‑management skills.

For faster response, please email your updated resume in MS Word format with the following details to [e-mail].

1) Last Drawn Salary
2) Expected Salary
3) Reason(s) for Leaving
4) Availability Period

We regret to inform you that only shortlisted candidates will be notified.

No Foreigners

EA Name: Steven Chan

Registration No. R1105423

EA License No. 08C5257

What We Offer

Our clients are dedicated to supporting our employees' growth and development and offer a competitive salary, a comprehensive benefits package, and opportunities for career advancement. Our clients' collaborative and inclusive work environment encourages work‑life balance and personal well‑being.

Apply now to join our clients' dynamic team and contribute to the success of our clients' retail banking operations!