Wealth Planning Specialist - Branch Banking
STAR RECRUITMENT PTE. LTD.
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Benefits offered by this job
Job summary
STAR RECRUITMENT PTE. LTD. is looking for a Wealth Planning Manager in Singapore. The role involves managing client portfolios, performing financial analysis, and providing excellent service to ensure customer loyalty. Ideal candidates will have a degree or local diploma and will be proactive with strong communication skills.
The position offers a basic salary between $3600 to $4200, along with allowances, commission, and full employment benefits. Fast-track progression opportunities in Banking and Finance are available.
Qualifications
- Degree or local diploma in any discipline.
- Good communication skills and strong customer service mindset.
- Strong interest in the Banking and Finance industry.
- Proactive, good listener, and people-oriented.
- Willingness to learn as comprehensive training will be provided.
Responsibilities
- Manage clients’ portfolios and perform financial analysis.
- Follow the existing list of clients provided by the company.
- Provide excellent customer service through regular updates and reviews.
- Assist in wealth preservation and capital growth.
- Customize solutions to meet clients’ financial objectives.
Skills
Education
Job description
STAR RECRUITMENT PTE. LTD. is looking for a Wealth Planning Manager in Singapore. The role involves managing client portfolios, performing financial analysis, and providing excellent service to ensure customer loyalty. Ideal candidates will have a degree or local diploma and will be proactive with strong communication skills.
The position offers a basic salary between $3600 to $4200, along with allowances, commission, and full employment benefits. Fast-track progression opportunities in Banking and Finance are available.
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