Wealth Planning Manager (Perm /Training Provided/Perm) UID:2269

PERSOL; Singapore; Hybrid; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Attractive remuneration package

Travel opportunities

Hybrid work and training

Job summary

PERSOL in Singapore is seeking a client-focused financial advisor who puts customers' interests first. You will tailor financial guidance to meet each client's unique needs, helping them plan for life goals with investment, insurance, and wealth-management solutions.

You will build long-term relationships through tele-prospecting, virtual or in-person meetings, and proactive outreach programmes, while staying up to date with industry trends to consistently meet your personal targets.

Qualifications

• Bachelor's degree or diploma as required for the role.
• 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

Customer relations

Prospecting

Relationship building

Financial planning

Education

Bachelor's degree

Diploma (local polytechnic)

Job description

Job Summary:

You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.

You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride!) in tailoring your financial advice to meet each client’s unique needs and requirements.

You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.

Last but not the least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.

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

• Attractive remuneration and a comprehensive benefits package.
• Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Job scope consist of digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Requirements:

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