Financial Planner (Bank/Sales)

PERSOL SINGAPORE PTE. LTD.

D01 Cecil, Marina, People’s Park, Raffles Place, 50 RAFFLES PLACE SINGAPORE LAND TOWER 048623
Sgd 5,000 - 8,000 / monthly pm
On-site
Wealth management
Sales
Referrals
PERSOL Singapore is seeking a Wealth Planning Manager to deliver tailored financial and insurance solutions to clients while achieving sales targets. The ideal candidate will possess relevant certifications and strong interpersonal skills, focusing on building long-term client relationships in a target-driven environment

Job Summary

  • Job Description We are seeking a Wealth Planning Manager to provide comprehensive wealth and financial planning solutions to clients
  • The role focuses on building client relationships, delivering tailored insurance and investment solutions, and achieving sales targets while ensuring regulatory compliance
  • Key Responsibilities Advise clients on wealth planning, insurance, and financial protection solutions

Matching Summary

Match Score: 85

PERSOL Singapore is seeking a Wealth Planning Manager to deliver tailored financial and insurance solutions to clients while achieving sales targets. The ideal candidate will possess relevant certifications and strong interpersonal skills, focusing on building long-term client relationships in a target-driven environment.

Salary

SGD 5,000 - 8,000 / Monthly

Skills & Requirements

Must-have

  • Wealth Management
  • Sales
  • Referrals
  • Lifestyle
  • Aftersales

Nice-to-have

  • Financial Planning
  • Wealth Accumulation
  • Wealth
  • Mobility
  • Selling
  • Bancassurance
  • Direct Sales
  • General Insurance
  • Banking
  • Financial Advisory
  • Insurance

Work Rights

Tailored Resume

Cover Letter