Wealth Planning (Bank/Sales)

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 90,000; Full time

Job summary

An established bank in the global market seeks a Wealth Planning Manager (Bancassurance) to provide financial advice and manage investment policies. The role involves developing customer relationships, increasing the client base, and attending to enquiries. A Bachelor's degree or diploma is required. This position offers a basic salary with high commissions, flexible hybrid work, and various benefits.

Benefits

Basic salary + high commissions

Structured training and on-the-job training

Hybrid arrangements - flexible work

Medical benefits

Internal mobility options

Qualifications

• Interest in financial planning or wealth management.

Responsibilities

• Attend to customers and provide financial advice.
• Manage investment policies to achieve clients' financial goals.
• Develop relationships with existing and potential customers.
• Capitalize on sales opportunities via customer events and branch activities.
• Increase client base by reaching out to leads and setting appointments.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Education

Bachelor's degree from a recognized university

Diploma from a local polytechnic

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 (Bancassurance)

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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