Wealth Planning Manager (Banking) (ID: 493523)

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 100,000; Full time

Job summary

PERSOL SINGAPORE PTE. LTD. is seeking a Wealth Advisor to deliver holistic planning and financial advisory services to customers across banking, investment, and insurance solutions.

You will engage clients via branch referrals, tele-appointments, and outreach, assessing needs and goals. The role emphasizes building long-term relationships, presenting tailored solutions, ensuring compliance, and contributing to team performance through meeting sales and service KPIs in a client-focused

Qualifications

• Willingness to work flexible hours, including weekends.
• Strong interest in banking, financial planning, and wealth management.
• Excellent communication, interpersonal, and active listening skills.
• Confident in engaging with customers and delivering professional presentations.

Responsibilities

• Provide holistic wealth planning and financial advisory services to customers across a range of banking, investment, and insurance solutions.
• Proactively engage customers through branch referrals, tele-appointments, and outreach activities to identify their financial needs and goals.
• Recommend suitable financial solutions and strategies to help customers achieve their wealth accumulation, protection, and retirement objectives.
• Build and maintain long‑term customer relationships through professional and personalized service.
• Ensure compliance with banking regulations, internal policies, and industry guidelines in all customer interactions.
• Uphold the Bank's service standards and values while delivering a positive customer experience.
• Achieve individual and team performance targets, including sales and service KPIs.

Skills

Communication skills

Interpersonal skills

Active listening

Presentation skills

Job description

Responsibilities:

• Provide holistic wealth planning and financial advisory services to customers across a range of banking, investment, and insurance solutions.
• Proactively engage customers through branch referrals, tele-appointments, and outreach activities to identify their financial needs and goals.
• Recommend suitable financial solutions and strategies to help customers achieve their wealth accumulation, protection, and retirement objectives.
• Build and maintain long‑term customer relationships through professional and personalized service.
• Ensure compliance with banking regulations, internal policies, and industry guidelines in all customer interactions.
• Uphold the Bank's service standards and values while delivering a positive customer experience.
• Achieve individual and team performance targets, including sales and service KPIs.

Requirements:

• Willingness to work flexible hours, including weekends, to meet customer needs.
• Strong interest in banking, financial planning, and wealth management.
• Excellent communication, interpersonal, and active listening skills.
• Confident in engaging with customers and delivering professional presentations.