Insurance & Financial Planner (Banking)

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
Basic salary + high commissions; bonus/equity: not...
Hybrid
Bachelor's degree or polytechnic diploma
Interest in financial planning
Client relationship management
PERSOL Singapore Pte. Ltd. is seeking a Wealth Planning Manager for an established bank in Singapore. The role focuses on providing financial advice, managing investment policies, and building client relationships, with opportunities for structured training and hybrid work arrangements

Job Summary

  • The role involves attending to customers and providing comprehensive financial advice to achieve their financial goals.
  • Candidates will manage investment policies and capitalize on sales opportunities through customer events and branch engagements.
  • The position offers a basic salary with high commissions, structured training, and hybrid work arrangements.

Matching Summary

Match Score: 85

PERSOL Singapore Pte. Ltd. is seeking a Wealth Planning Manager for an established bank in Singapore. The role focuses on providing financial advice, managing investment policies, and building client relationships, with opportunities for structured training and hybrid work arrangements.

Salary

Basic salary + high commissions; Bonus/Equity: Not specified; Benefits: Medical benefits, internal mobility options, structured training

Skills & Requirements

Must-have

  • Bachelor's degree or polytechnic diploma
  • Interest in financial planning
  • Client relationship management
  • Investment policy planning
  • Sales opportunity capitalization

Nice-to-have

  • Proactive lead generation skills
  • Referral network utilization
  • Event engagement experience
  • Long-term relationship building
  • Walk-in customer handling

Key Requirements

  • Bachelor's degree from recognized university
  • Diploma from local polytechnic
  • Interest in wealth management

Work Rights

Not specified

Tailored Resume

Cover Letter