Financial Planner (Bank/Sales)

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
Not specified
Client relationship building
Financial needs analysis
Sales target achievement
PERSOL Singapore Pte. Ltd. is hiring a Wealth Planning Manager to provide comprehensive financial planning solutions, focusing on client relationships and achieving sales targets. The ideal candidate should possess relevant financial certifications and strong interpersonal skills, thriving in a target-driven environment

Job Summary

  • The role focuses on providing comprehensive wealth and financial planning solutions to clients.
  • Candidates must advise on insurance and investment products while ensuring strict adherence to MAS regulations.
  • Success in this position requires achieving individual sales targets through tailored product recommendations.

Matching Summary

Match Score: 85

PERSOL Singapore Pte. Ltd. is hiring a Wealth Planning Manager to provide comprehensive financial planning solutions, focusing on client relationships and achieving sales targets. The ideal candidate should possess relevant financial certifications and strong interpersonal skills, thriving in a target-driven environment.

Skills & Requirements

Must-have

  • Client relationship building
  • Financial needs analysis
  • Sales target achievement
  • MAS regulatory compliance

Nice-to-have

  • Self-driven results orientation
  • Strong interpersonal communication
  • Long-term client servicing

Key Requirements

  • Diploma or Bachelor's degree
  • CMFAS certifications (M5/M9/M9A)
  • Experience in financial sales

Work Rights

Not specified

Tailored Resume

Cover Letter