Wealth Planning Consultant

PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd); Singapore; Hybrid; SGD 30,000 - 60,000; Full time

Job summary

A leading company in financial services is seeking a motivated Wealth Planning Consultant to join their dynamic team. This role involves providing tailored financial advice and solutions to clients, helping them achieve their financial goals. Comprehensive training and a competitive remuneration package are offered, along with opportunities for career advancement in wealth management.

Benefits

Comprehensive benefits program

Recognition program with travel opportunities

Structured training and on-the-job development

Flexible work arrangements

Qualifications

• Strong interest in financial planning and wealth management.
• Excellent interpersonal and communication skills.
• Willingness to work flexible hours, including weekends.

Responsibilities

• Assess clients' financial situations and recommend wealth management products.
• Develop long-term client relationships and provide ongoing support.
• Collaborate with marketing to promote wealth management products.

Skills

Interpersonal skills

Communication

Financial planning

Education

Diploma from a local polytechnic

Job description

Full Time Position (Basic with allowances and commissions available)

Working Hours: Branch Working Hours

Location: Islandwide (Working location nearest to you)

Join a career briefing to learn more about the role! Comprehensive training will be provided.

About the Job:

We are seeking a motivated and experienced Wealth Planning Consultant to join our dynamic team. In this role, you will provide financial advice and wealth management solutions to clients, helping them achieve their financial goals through tailored strategies.

Job Description:

• Assess clients' financial situations and recommend appropriate wealth management products, including insurance, structured deposits, loans, and unit trusts.

• Develop and maintain long-term relationships with clients, providing ongoing support and conducting regular reviews of their financial plans.

• Collaborate with the marketing team to design and implement campaigns that promote wealth management products and services while educating clients on effective financial planning strategies.

• Ensure all financial advice and transactions comply with regulatory requirements and internal policies.

• Work closely with other departments to deliver comprehensive financial solutions and share insights to enhance client service.

Job Requirements:

• A Diploma from a local polytechnic is preferable.

• Offering excellent opportunities to launch a successful career, and prior work experience is not mandatory.

• A strong interest in financial planning and wealth management.

• Excellent interpersonal skills, effective communication abilities, and a professional demeanor are essential.

• Willingness to work a flexible schedule, including weekends.

• Candidates with significant experience in financial advisory roles will be considered for senior positions, such as Wealth Planning Manager or Deputy Team Head.

Our Client Offers:

• A competitive remuneration package is offered along with a comprehensive benefits program.

• A recognition program rewards qualifying employees with opportunities to travel to exciting overseas destinations.

• Structured training and on-the-job development will be provided to equip individuals with essential skills for a successful career in financial planning and wealth management.

• Additionally, digital capabilities support hybrid work arrangements, allowing flexibility to work from various locations, including the branch, home, or while meeting clients.
  

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

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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)