Bank Wealth Planning Manager (Leads + training provided!)

PERSOL SINGAPORE PTE. LTD.

Singapore, Singapore
Base: up to $3,800; bonus/equity: commissions; ben...
Hybrid (flexible working from office/branch and home)
Bachelor's degree or diploma
Financial advice delivery
Investment policy planning
PERSOL SINGAPORE PTE. LTD. is seeking a Bank Wealth Planning Manager in Singapore to provide personalized banking experiences to clients, leveraging provided leads and training. The role offers a competitive salary, commission opportunities, and a supportive environment for career development in wealth management

Job Summary

  • The role involves providing personalized banking experiences and financial advice to customers as part of an award-winning team.
  • Employees will manage investment policies to achieve client goals while maintaining long-lasting relationships with existing and potential customers.
  • The position offers attractive remuneration up to $3,800 plus commissions, along with structured training and opportunities for overseas travel recognition.

Matching Summary

Match Score: 85

PERSOL SINGAPORE PTE. LTD. is seeking a Bank Wealth Planning Manager in Singapore to provide personalized banking experiences to clients, leveraging provided leads and training. The role offers a competitive salary, commission opportunities, and a supportive environment for career development in wealth management.

Salary

Base: Up to $3,800; Bonus/Equity: Commissions; Benefits: Comprehensive package including travel opportunities

Skills & Requirements

Must-have

  • Bachelor's degree or Diploma
  • Financial advice delivery
  • Investment policy planning
  • Client relationship management
  • Sales opportunity capitalization

Nice-to-have

  • Digital capabilities for hybrid work
  • Proactive lead generation skills
  • Customer event engagement experience

Key Requirements

  • Bachelor's degree from recognized university
  • Diploma from local polytechnic

Work Rights

Not specified

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