Wealth Planning Manager

Success Human Resource Centre Pte Ltd.; Singapore; On-site; SGD 45,700 - 54,739; Full time

Benefits offered by this job

Commission

$300 transport allowance

Job summary

A dynamic recruitment agency in Singapore is seeking candidates for banking advisory roles. This position involves advising retail customers on financial products, engaging clients through various channels, and providing financial planning guidance. Candidates should have a diploma and demonstrate strong sales abilities, with excellent communication skills. The role requires flexibility to work on weekends and offers up to $4,500 in salary, plus commissions and transport allowances.

Qualifications

• Minimum diploma in any discipline.
• Sales driven and willing to work on weekends.
• Possess sound financial knowledge.
• Passionate about banking and wealth management.
• Excellent communication and listening skills.
• Confidence and presentation skills.

Responsibilities

• Serve retail customers and advise on banking products.
• Engage customers through various banking touchpoints.
• Provide holistic financial planning advice.
• Adhere to banking regulations.
• Achieve company-set scorecard targets.

Skills

Sales driven

Excellent communication skills

Ability to explain complex information clearly

Presentation skills

Education

Diploma in any discipline

Job description

Monthly Salary: Up to $4500 + Commission + $300 transport allowance

Job Type:

• Permanent
• Various locations
• Up to $4,500 + Commission + $300 Transport Allowance
• 5.5 days work week (must be prepared to work on weekends for branch working hours)

Responsibilities:

• Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide holistic financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
• Conduct yourself professionally and deliver service standard as prescribed by the Bank service values
• Achieve a balanced scorecard set by the company

Contractual Period:

• Permanent

Location:

• Various Locations (Will be allocated depending on business needs, nearest to your place)

Working Hours:

• 5.5 days work week (must be prepared to work on weekends for branch working hours)
• Up to $4,500 + Commission + $300 Transport Allowance

Requirements:

• Minimum adiplomain any discipline
• Sales driven, willing to travel and work on a flexible schedule that includes weekends
• Possess sound financial knowledge
• Has a passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and Presentation skills
• Ability to explain complex information clearly and simply

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

[e-mail] (Registration No.R1332758)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)