Wealth Planning Sales Advisor

PERSOL SINGAPORE PTE. LTD.

Singapore

On-site

SGD 70,000 - 100,000

Full time

9 days ago

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Job summary

PERSOL Singapore Pte Ltd in Singapore seeks a Wealth Planning Manager to provide comprehensive wealth and financial planning solutions to clients. The role focuses on building client relationships, delivering tailored insurance and investment solutions, and achieving sales targets while ensuring regulatory compliance.

You will advise clients on wealth planning and investments, perform needs analysis, maintain long-term relationships through regular reviews, and stay updated on MAS regulations

Qualifications

Diploma or bachelor’s degree in any discipline.
Certifications (e.g. CMFAS, M5/M9/M9A) for experienced sales persons.
Strong interpersonal and communication skills.
Self-driven, results-oriented, and client-focused.
Comfortable working in a target-driven environment.

Responsibilities

Advise clients on wealth planning, insurance, and financial protection solutions.
Conduct financial needs analysis and recommend suitable products based on clients’ goals.
Build and maintain long-term client relationships through regular reviews and servicing.
Achieve individual sales and performance targets.
Ensure all advisory and sales activities comply with MAS regulations and company policies.
Stay updated on product knowledge and market developments.

Skills

Wealth planning

Sales targets

Compliance (MAS)

Interpersonal skills

Communication

Education

Diploma or Bachelor’s degree

Job description

You will advise clients on wealth planning and investments, perform needs analysis, maintain long-term relationships through regular reviews, and stay updated on MAS regulations

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