Financial Planner (Banking/Sales)

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

Job summary

An established bank in the global market seeks a Wealth Planning Manager in Singapore to provide financial advice and develop relationships with customers. The ideal candidate holds a bachelor's degree or diploma and is interested in financial planning. The role offers a hybrid work model, structured training, and medical benefits, along with a competitive salary and commissions.

Benefits

Basic salary + high commissions

Structured training

Medical benefits

Internal mobility options

Qualifications

• Interest in financial planning or wealth management.
• Strong communication skills to attend to customer inquiries.

Responsibilities

• Provide financial advice to customers.
• Manage investment policies for clients' financial goals.
• Develop long-lasting relationships with customers.
• Capitalize on sales opportunities through events.
• Proactively reach out to leads for appointments.
• Conclude sales through referrals from colleagues.
• Attend to walk-in customer enquiries.

Skills

Financial advising

Client relationship management

Sales strategies

Education

Bachelor's degree from a recognized university 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 commissions
• 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.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.

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