Financial Planner

PERSOL SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Singapore is seeking a Wealth Planning Manager to provide financial advice, manage investment policies, and foster client relationships. The ideal candidate will have a degree or diploma related to financial planning, with a strong interest in wealth management. This role includes benefits such as structured training, hybrid working arrangements, and medical benefits. Candidates should be proactive in increasing the client base and ensuring customer satisfaction.

Benefits

Basic salary + high commissions

Structured training and on-the-job training

Flexible hybrid work arrangements

Medical benefits

Internal mobility options

Qualifications

• Bachelor's degree from a recognized university or a diploma from a local polytechnic is required.
• Interest in financial planning or wealth management is vital.

Responsibilities

• Provide financial advice and attend to customers' inquiries.
• Manage investment policies to meet clients' financial goals.
• Develop and maintain long-lasting client relationships.
• Capitalize on sales opportunities via customer engagement.
• Increase client base through proactive outreach.
• Handle enquiries from walk-in customers.

Skills

Financial advisory

Customer relationship management

Sales techniques

Education

Bachelor's degree or a diploma from a local polytechnic

Job description

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements:

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

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