Wealth Planning Manager - Hybrid, High Commissions

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

Benefits offered by this job

Hybrid work

Medical benefits

Structured training

Internal mobility options

Job summary

PERSOL SINGAPORE PTE. LTD. on behalf of our client, an established bank in Singapore, is seeking a Wealth Planning Manager to join the team and help clients achieve their financial goals through tailored advisory services.

You will build and maintain client relationships, provide financial guidance, plan investment policies, and participate in branch events to grow the client base. The role offers structured training, hybrid work, and medical benefits.

Qualifications

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

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.

Skills

Financial advisory

Relationship management

Sales skills

Customer service

Education

Bachelor's degree

Job description

PERSOL SINGAPORE PTE. LTD. on behalf of our client, an established bank in Singapore, is seeking a Wealth Planning Manager to join the team and help clients achieve their financial goals through tailored advisory services.

You will build and maintain client relationships, provide financial guidance, plan investment policies, and participate in branch events to grow the client base. The role offers structured training, hybrid work, and medical benefits.