Wealth Planning Pro - Hybrid Career Growth

PERSOL SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 50,000 - 80,000; Full time

Job summary

An established bank in Singapore is seeking a Wealth Planning Manager to provide clients with financial advice and investment strategies. This role involves maintaining client relationships, capitalizing on sales opportunities, and managing a flexible hybrid work environment. Candidates with a degree or diploma in relevant fields and an interest in financial planning are encouraged to apply. The position offers a competitive salary with commissions and structured training.

Benefits

Basic salary + high commissions

Structured training

Medical benefits

Internal mobility options

Qualifications

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

Responsibilities

• Attend to customer inquiries and provide financial advice.
• Plan and manage investment strategies for clients.
• Maintain and develop client relationships.
• Increase client base through proactive outreach.

Skills

Financial advisory

Relationship management

Sales skills

Education

Bachelor's degree or diploma

Job description

An established bank in Singapore is seeking a Wealth Planning Manager to provide clients with financial advice and investment strategies. This role involves maintaining client relationships, capitalizing on sales opportunities, and managing a flexible hybrid work environment. Candidates with a degree or diploma in relevant fields and an interest in financial planning are encouraged to apply. The position offers a competitive salary with commissions and structured training.