Banking Wealth Planning Manager (Perm/ Training Provided/ Entry Level) - JL

Location:
Central Region, Singapore
Central Region, Singapore
Job Types: Full Time
Timing/Shifts: 5.5 Day Week

S$3600 - 4800 / month

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

Responsibilities

Attending to customers and provide financial advice.
Plan out and manage investment policies to achieve clients' financial goals.
Maintain and develop long-lasting relationships with both existing and potential customers.
Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.

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.
Digital capabilities that enable hybrid work, giving you the ability to work from anywhere

PERSOL Singapore Pte Ltd • UEN No. 200007268E • EA License No. 01C4394 • EA Registration No. R22111378 (Ong Xin Yee)

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