[Entry Level] Wealth Planning Manager (Banking)
External
Persol Singapore · Singapore Land Tower, SingaporePrepare for this interview
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Responsibilities
- Attend to customers and provide financial advice
- Plan and manage investment policies to help clients achieve their financial goals
- Build and maintain long-term relationships with existing and potential customers
- Drive sales through customer events, financial reviews, and branch engagement activities
- Grow client base by proactively reaching out to leads and arranging appointments
- Close sales through referrals from colleagues
- Handle enquiries from walk-in customers
- Benefits & Career Prospects
- Attractive remuneration package with comprehensive benefits
- Recognition programmes with opportunities for overseas travel
- Structured training and on-the-job development for a career in financial planning & wealth management
- Hybrid work capabilities, allowing flexibility to work from branch, home, or while meeting clients
Requirements
- Diploma from a local polytechnic or Bachelor's degree from a recognised university
- Confident, articulate, and enjoys interacting with customers/clients
- Interested candidates, please click on the following link to begin your job search journey and submit your curriculum vitae (CV) directly through the official PERSOL job application platform - GO.
- PERSOL Singapore Pte Ltd - RCB No. 200007268E - EA License No. 01C4394- Reg. R22111375 Chua Jie Lin
Benefits
Additional Information
We are currently recruiting on behalf of a Local Bank. If you are passionate about helping individuals and businesses, and are driven by sales, we are looking for you! You are self-motivated and constantly seeking opportunities to grow-whether it's keeping up with industry trends, expanding your skill set, or building your customer network through tele-prospecting, virtual or in-person interactions, and outreach programmes. You are knowledgeable about the bank's products and services, and able to recommend suitable financial planning solutions that meet your customers' needs. With your drive and tenacity, you consistently achieve your personal goals and targets.
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