Wealth Relationship Manager (Banking / Training Provided / Perm) UID:2269

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 40,000 - 70,000; Full time

Benefits offered by this job

Attractive remuneration

Comprehensive benefits package

Recognition program for overseas travel

Structured training and on-the-job training

Job summary

PERSOL SINGAPORE PTE. LTD. is seeking a dedicated financial planner to tailor advice to clients' unique needs. With a focus on building long-term relationships, you will help clients achieve their life goals through personalized financial solutions.

This role offers attractive remuneration, a comprehensive benefits package, and structured training to support your career in financial planning and wealth management. The position also enables hybrid work capabilities, allowing you to work from various locations.

Qualifications

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

Responsibilities

• Tailor financial advice to meet each client’s unique needs.
• Build long-term relationships with customers.
• Maintain knowledge of banks' products and services.

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.

We regret that only shortlisted candidates will be notified. Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at https://www.persolsingapore.com/policies. You acknowledge that you have read, understood, and agree with the Privacy Policy.