Wealth Planner (Banking/ Islandwide Locations)

PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd); Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading company is seeking a highly motivated Wealth Planning Manager to provide comprehensive financial advice and tailored solutions to clients. This role entails evaluating client financial situations and collaborating with marketing teams to promote financial products effectively. Ideal candidates should be enthusiastic about financial planning and possess strong communication skills, with opportunities for structured training and career development.

Benefits

Attractive remuneration and comprehensive benefits package

Opportunity to travel to overseas destinations

Structured training and on-the-job training

Digital capabilities for hybrid work

Qualifications

• Deep interest in financial planning or wealth management.
• Willing to work flexible schedules, including weekends.
• Enjoy interacting with people and are a good communicator.

Responsibilities

• Deliver expert financial advice and customized wealth management solutions.
• Contribute to marketing campaigns and client engagement.
• Cultivate long-term client relationships and adjust financial plans as needed.

Skills

Communication

Client Relationship Management

Financial Planning

Education

Bachelor's degree from a recognized university

Diploma from a local polytechnic

Job description

We are seeking a highly motivated and client-focused Wealth Planning Manager to join our team!

In this role, you will be instrumental in providing comprehensive financial advice and tailored wealth management solutions to our diverse client base. Your expertise will encompass a range of products and services, including insurance, structured deposits, loans, and unit trusts.

Job Description:

• Deliver expert financial advice to clients by evaluating their financial situations and recommending customized wealth management solutions. The recommendations will include insurance products, structured deposits, loans, and unit trusts, all aimed at helping clients achieve their financial objectives.

• Actively contribute to the planning and implementation of marketing campaigns across the bank or within your branch. Collaborate with marketing and product teams to design and execute campaigns that effectively promote financial products and services, driving client engagement and growth.

• Cultivate and sustain long-term relationships with clients by providing exceptional service and ongoing financial guidance. Regularly review and adjust financial plans to ensure they align with clients' evolving needs and goals.

• Achieve and exceed individual and team sales targets by proactively identifying and pursuing new business opportunities. Leverage client referrals and networking to drive business growth and maximize performance-based commission opportunities.

Requirements:

• Bachelors degree from a recognised university or a diploma from a local polytechnic.

• Deep interest in financial planning or wealth management.

• Non experienced hire is welcome!

• Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.

• Willing to work on a flexible schedule that includes weekends.

• Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.

What we offer:

• We offer attractive remuneration and a comprehensive benefits package.

• We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.

• We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.

• We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Kindly note that only shortlisted candidates will be contacted.

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PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)