Wealth Planner

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 70,000 - 100,000; Full time

Job summary

A leading wealth management firm in Singapore is seeking an experienced Wealth Planning Manager to provide tailored financial solutions to clients. The role involves advising on wealth planning, achieving sales targets, and ensuring compliance with regulations. Candidates should have a Diploma or Bachelor’s degree, relevant financial certifications, and strong interpersonal skills. This position offers the opportunity to build long-term client relationships in a target-driven environment.

Qualifications

• Diploma or Bachelor’s degree in any discipline.
• Relevant certifications for experienced financial sales persons.
• Strong interpersonal and communication skills.

Responsibilities

• Advise clients on wealth planning and financial protection solutions.
• Conduct financial needs analysis and recommend suitable products.
• Build and maintain long-term client relationships.
• Achieve individual sales and performance targets.
• Ensure compliance with MAS regulations.
• Stay updated on product knowledge and market developments.

Skills

Interpersonal skills

Communication skills

Client-focused

Self-driven

Education

Diploma or Bachelor’s degree in any discipline

Relevant certifications (CMFAS, M5/M9/M9A)

Job description

Job Description

We are seeking a Wealth Planning Manager to provide comprehensive wealth and financial planning solutions to clients. The role focuses on building client relationships, delivering tailored insurance and investment solutions, and achieving sales targets while ensuring regulatory compliance.

Key Responsibilities

• Advise clients on wealth planning, insurance, and financial protection solutions.

• Conduct financial needs analysis and recommend suitable products based on clients’ goals.

• Build and maintain long-term client relationships through regular reviews and servicing.

• Achieve individual sales and performance targets.

• Ensure all advisory and sales activities comply with MAS regulations and company policies.

• Stay updated on product knowledge and market developments.

Requirements

• Diploma or Bachelor’s degree in any discipline.

• Relevant certifications (e.g. CMFAS, M5/M9/M9A) for experienced financial sales persons

• Strong interpersonal and communication skills.

• Self-driven, results-oriented, and client-focused.

• Comfortable working in a target-driven environment.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

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