Insurance & Financial Planner (Banking)

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.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.
• Benefits and Prospect
• Basic salary + high commisions
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Hybrid arrangements - flexible work
• Medical benefits
• Internal mobility options

Requirements

• Bachelor's degree from a recognized university or a diploma from a local polytechnic
• Interested in financial planning or wealth management.
• 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 - EA Registration No. R1877971 (Derrick Tiew Yong Han)

Additional Information

Job Summary: Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at PERSOL SINGAPORE PTE. LTD.? Share your experience