Wealth Growth & Planning Specialist

JUST RECRUIT SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Benefits offered by this job

Competitive base salary

Attractive commission

Structured training and development

Clear career progression

Professional development

Job summary

JUST RECRUIT SINGAPORE PTE. LTD. is recruiting a Wealth Management Specialist for a leading local bank in Singapore.

You will provide wealth planning solutions across investment and protection and manage an existing client portfolio. This role emphasizes relationship-building, achieving sales targets, and career progression into senior wealth management and leadership tracks. Structured training and development accompany a competitive base salary with attractive commission.

Qualifications

• Diploma or higher required.
• Experience in banking, insurance, financial advisory or sales preferred.
• Strong communication and interpersonal skills.
• Driven, target-oriented and commercially minded.
• Passionate about financial planning and client management.

Responsibilities

• Provide wealth planning solutions across investment and protection.
• Understand clients’ financial goals and recommend suitable solutions.
• Manage and grow an existing customer portfolio.
• Build long-term client relationships.
• Achieve individual sales and performance targets.

Skills

Strong communication

Interpersonal skills

Target-oriented

Sales experience

Education

Diploma holders or above

Job description

JUST RECRUIT SINGAPORE PTE. LTD. is recruiting a Wealth Management Specialist for a leading local bank in Singapore.

You will provide wealth planning solutions across investment and protection and manage an existing client portfolio. This role emphasizes relationship-building, achieving sales targets, and career progression into senior wealth management and leadership tracks. Structured training and development accompany a competitive base salary with attractive commission.