Branch Banking Sales Executives/ MNC/ Paid Training Provided

STAR Recruitment Pte. Ltd.; Singapore; On-site; SGD 40,176 - 46,872; Full time

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.