Wealth Planning Manager | Hybrid Role, High Commission

PERSOL SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 60,000 - 80,000; Full time

Job summary

A leading bank in Singapore is seeking a Wealth Planning Manager to provide financial advice, manage investment policies, and foster client relationships. The ideal candidate will have a degree or diploma related to financial planning, with a strong interest in wealth management. This role includes benefits such as structured training, hybrid working arrangements, and medical benefits. Candidates should be proactive in increasing the client base and ensuring customer satisfaction.

Benefits

Basic salary + high commissions

Structured training and on-the-job training

Flexible hybrid work arrangements

Medical benefits

Internal mobility options

Qualifications

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

Responsibilities

• Provide financial advice and attend to customers' inquiries.
• Manage investment policies to meet clients' financial goals.
• Develop and maintain long-lasting client relationships.
• Capitalize on sales opportunities via customer engagement.
• Increase client base through proactive outreach.
• Handle enquiries from walk-in customers.

Skills

Financial advisory

Customer relationship management

Sales techniques

Education

Bachelor's degree or a diploma from a local polytechnic

Job description

A leading bank in Singapore is seeking a Wealth Planning Manager to provide financial advice, manage investment policies, and foster client relationships. The ideal candidate will have a degree or diploma related to financial planning, with a strong interest in wealth management. This role includes benefits such as structured training, hybrid working arrangements, and medical benefits. Candidates should be proactive in increasing the client base and ensuring customer satisfaction.