Insurance & Financial Planner (Banking)

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
Base: basic salary; bonus/equity: high commissions...
Hybrid
Bachelor's degree or local polytechnic diploma
Interest in financial planning and wealth management
Ability to manage investment policies
PERSOL Singapore Pte. Ltd. is seeking a Wealth Planning Manager to join an established bank, focusing on providing financial advice and managing investment policies to help clients achieve their financial goals. The role emphasizes building and maintaining customer relationships while capitalizing on sales opportunities. Candidates should possess a relevant bachelor's degree or diploma and a strong interest in financial planning or wealth management

Job Summary

  • The role involves attending to customers and providing comprehensive financial advice to achieve their financial goals.
  • Candidates will plan and manage investment policies while capitalizing on sales opportunities through various engagement activities.
  • The position offers a hybrid work arrangement, structured training, medical benefits, and internal mobility options.

Matching Summary

Match Score: 85

PERSOL Singapore Pte. Ltd. is seeking a Wealth Planning Manager to join an established bank, focusing on providing financial advice and managing investment policies to help clients achieve their financial goals. The role emphasizes building and maintaining customer relationships while capitalizing on sales opportunities. Candidates should possess a relevant bachelor's degree or diploma and a strong interest in financial planning or wealth management.

Salary

Base: Basic salary; Bonus/Equity: High commissions; Benefits: Medical benefits

Skills & Requirements

Must-have

  • Bachelor's degree or local polytechnic diploma
  • Interest in financial planning and wealth management
  • Ability to manage investment policies

Nice-to-have

  • Proactive client outreach skills
  • Experience with customer events
  • Strong relationship building capabilities

Key Requirements

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

Work Rights

Not specified

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