Mass Banking Financial Planning Manager

Just Recruit Singapore Pte Ltd; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a Financial Advisor to provide sound financial advice and develop wealth management strategies for clients. The role involves establishing customer financial goals, customizing solutions, and maintaining strong relationships with customers and partners. Training will be provided for candidates without prior experience, making this an excellent opportunity to start a career in financial services.

Qualifications

• A recognized university degree or local diploma required.
• Competent in engaging internal and external clients.
• No prior experience needed as training will be provided.

Responsibilities

• Provide sound and reliable financial advice to bank customers.
• Develop wealth management strategies and customize solutions for clients.
• Achieve premium growth and maintain strong rapport with partners.

Skills

Sales Target Achievement

Client Management

Financial Advisory

Relationship Building

Education

Recognized University Degree

Local Diploma

Job description

Basic + Allowance + Commission

Branch banking hours

Job Description:

• Provide sound & reliable financial advice to bank customers:

• Stationed in bank branch to provide financial solutions to customers

• Establish customers' financial goals

• Determine their current financial situations to identify any shortfalls

• Develop wealth management strategies to plan for their future

• Customize solutions for individual needs and regularly review financial plans

• Be a financial solutions provider who provides affordable solutions and options to help customers achieve their financial goals

• Act as financial coach to provide guidance on saving

• Maintain strong rapport with bank partner:

• Work closely with branch staff to provide innovative product solutions to address customers’ health protection and long-term savings and investment needs

• Develop & grow the business portfolio with bank partner to achieve premium growth & underwriting profit objectives

Grow & strengthen relationship with customers:

• Foster and enhance relationships with partners’ customers, with special focus on Prudential range of insurance products to complement the customers' existing financial and investment portfolio

• Provide quality, efficient after sales services '

Job Requirements

• A recognized university degree / Local diploma

• Competent in engaging and managing internal and external clients

• Proven ability to achieve sales target

• Resourceful and able to work with minimal supervision

• Without CMFAS Papers may apply

• No experience will be needed, as training will be provided

• 8 CMFAS papers (Claimable 1 st time) M5, M8, M8A, M9, M9A, HI, BCP, PGI (Need to take 4 papers before start date)