Wealth Relationship Manager (Banking / Training Provided / Perm)

PERSOL SINGAPORE PTE. LTD.; Singapore; Hybrid; SGD 50,000 - 70,000; Full time

Job summary

A financial services provider in Singapore seeks a motivated professional to provide tailored financial advice and build long-term relationships with clients. Ideal candidates will have a relevant degree or diploma and an interest in financial planning. You’ll enjoy a rewarding salary and benefits, hybrid working capabilities, and comprehensive training for a successful career in wealth management.

Benefits

Attractive remuneration

Comprehensive benefits package

Recognition program for travel opportunities

Structured training and on-the-job training

Qualifications

• Interest in financial planning or wealth management.

Responsibilities

• Tailor financial advice to meet each client’s unique needs.
• Build long-term relationships with customers.
• Focus on meeting personal goals and targets.

Education

Bachelor's degree from a recognized university

Diploma from a 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.

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.

EA License No. 01C4394 • RCB No. 200007268E • Lim Jia Jie EA Registration No. R22108969

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