Financial Planner (Banking)

PERSOL SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 70,000 - 120,000; Full time

Benefits offered by this job

High commissions

Structured training

Hybrid work

Medical benefits

Internal mobility

Job summary

PERSOL Singapore Pte Ltd is seeking a Wealth Planning Manager for a major banking client. The role focuses on delivering financial advice, planning investment policies, and growing a durable client base. You will engage with clients through events, reviews, and branch activities.

The position offers hybrid work arrangements, medical benefits, and structured on-the-job training to develop wealth management skills while providing opportunities for internal mobility within the organization.

Qualifications

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

Responsibilities

• Attend 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.
• Capitalize on sales opportunities via events, reviews and branch engagement.
• Increase client base by reaching out to leads and setting up appointments.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Skills

Financial advisory

Relationship management

Sales

Financial planning

Education

Bachelor's degree or diploma

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.

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PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971(Derrick Tiew Yong Han)