Financial Sales (Insurance/High Commission)

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 20,000 - 60,000; Full time

Job summary

An established bank in Singapore is seeking a Wealth Planning Manager. This role involves providing financial advice, managing investment policies, and developing client relationships. Candidates should hold a Bachelor's degree or relevant diploma and have an interest in financial planning. This position offers hybrid work arrangements and benefits including salary and commission.

Benefits

Basic salary + high commissions

Structured training

Medical benefits

Internal mobility options

Qualifications

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

Responsibilities

• Provide financial advice to customers.
• Plan and manage clients' investment policies.
• Develop long-lasting customer relationships.
• Identify sales opportunities through events and reviews.
• Expand client base by reaching out to leads.
• Handle referrals from colleagues.
• Attend to customer enquiries.

Skills

Financial planning

Sales skills

Customer relationship management

Education

Bachelor's degree or diploma in relevant field

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.

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