Branch Banking Sales Executives/ MNC/ Paid Training Provided

STAR RECRUITMENT PTE. LTD.

Singapore

On-site

SGD 40,176 - 46,872

Full time

14 days+
Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Basic salary range of $3600 to $4200
Paid training provided
Fast track progression opportunities
Full employment benefits
Commission

Job summary

STAR RECRUITMENT PTE. LTD. is looking for a Wealth Planning Manager in Singapore. The role involves managing client portfolios, performing financial analysis, and providing excellent service to ensure customer loyalty. Ideal candidates will have a degree or local diploma and will be proactive with strong communication skills.

The position offers a basic salary between $3600 to $4200, along with allowances, commission, and full employment benefits. Fast-track progression opportunities in Banking and Finance are available.

Qualifications

  • Degree or local diploma in any discipline.
  • Good communication skills and strong customer service mindset.
  • Strong interest in the Banking and Finance industry.
  • Proactive, good listener, and people-oriented.
  • Willingness to learn as comprehensive training will be provided.

Responsibilities

  • Manage clients’ portfolios and perform financial analysis.
  • Follow the existing list of clients provided by the company.
  • Provide excellent customer service through regular updates and reviews.
  • Assist in wealth preservation and capital growth.
  • Customize solutions to meet clients’ financial objectives.

Skills

Communication skills
Customer service mindset
Proactive attitude
Listening skills

Education

Degree or local diploma in any discipline

Job description

Wealth Planning Manager

Local Bank


Benefits


  • Basic salary: $3600 to $4200 with $300 monthly allowance and incentives.

  • Paid training provided.

  • Fast track progression opportunities in Banking and Finance.

  • Full employment benefits.

  • Commission.


Responsibilities


  • Work closely with the team to manage clients’ portfolios and perform financial analysis.

  • Follow the existing list of clients provided by the company.

  • Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information.

  • Assist in wealth preservation and capital growth.

  • Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives.


Requirements


  • Degree or local diploma in any discipline.

  • Good communication skills and strong customer service mindset.

  • Strong interest in the Banking and Finance industry.

  • Proactive, good listener, and people-oriented.

  • Willingness to learn as comprehensive training will be provided.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Personal Banker (Wealth Planning Management)
Personal Banker (Wealth Planning Management)

PEOPLE PROFILERS PTE. LTD. • Singapore

On-site
SGD 56,000 - 112,000
Sponsorship for CMFAS
Full salary during training
Uncapped incentives
+2
Junior Banker - Banking Sector Client Singapore
Junior Banker - Banking Sector Client Singapore

D L RESOURCES PTE LTD • Singapore

On-site
SGD 42,000 - 60,000
Banking Relationship Manager – Wealth Management
Banking Relationship Manager – Wealth Management

JUST HIRE PTE. LTD. • Singapore

On-site
SGD 56,000 - 89,000
Quality customer leads
Uncapped incentives
Structured training and mentorship
+1
Bank Personal Wealth Executive (Sale)
Bank Personal Wealth Executive (Sale)

Global Success Talent Pte Ltdgst.com.sg • Singapore

On-site
SGD 36,000 - 43,000
Annual leave 23 days
Annual medical leave 14 days
Commission incentives
Wealth Banking - Fresh Graduate Training Programme (Bank Sector Client)
Wealth Banking - Fresh Graduate Training Programme (Bank Sector Client)

D L RESOURCES PTE LTD • Singapore

On-site
SGD 40,000 - 65,000
Banking Wealth Relationship Manager
Banking Wealth Relationship Manager

D L RESOURCES PTE LTD • Singapore

On-site
SGD 40,000 - 66,000
Wealth Planning Manager | Banking
Wealth Planning Manager | Banking

EQUE Pte Ltd. • Singapore

Hybrid
SGD 33,000 - 39,000
Principal Relationship Manager - Wealth Advisory SG
Principal Relationship Manager - Wealth Advisory SG

CIMB Singapore • Singapore

On-site
SGD 70,000 - 110,000
Wealth Management Consultant (Local Bank)
Wealth Management Consultant (Local Bank)

JUST HIRE PTE. LTD. • Singapore

On-site
SGD 60,000 - 110,000
Competitive fixed salary
Uncapped commission
Monthly incentives
+2
Local Bank - Client Relationship Representative
Local Bank - Client Relationship Representative

JUST HIRE PTE. LTD. • Singapore

On-site
SGD 60,000 - 120,000
Stable Income + High Upside
A Ready-Made Network
Corporate Benefits
+1