Wealth Planning Advisor

PERSOL SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 50,000 - 80,000; Full time

Job summary

An established bank in Singapore is seeking a Wealth Planning Manager to provide clients with financial advice and investment strategies. This role involves maintaining client relationships, capitalizing on sales opportunities, and managing a flexible hybrid work environment. Candidates with a degree or diploma in relevant fields and an interest in financial planning are encouraged to apply. The position offers a competitive salary with commissions and structured training.

Benefits

Basic salary + high commissions

Structured training

Medical benefits

Internal mobility options

Qualifications

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

Responsibilities

• Attend to customer inquiries and provide financial advice.
• Plan and manage investment strategies for clients.
• Maintain and develop client relationships.
• Increase client base through proactive outreach.

Skills

Financial advisory

Relationship management

Sales skills

Education

Bachelor's degree or diploma

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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