Wealth Planning Manager (Entry Level / PERM)

apartmentPERSOL placeGeylang scheduleFull-time calendar_month19/6/26

Wealth Planning Manager

If you are passionate about helping individuals/businesses and is sales driven, you are what we are looking for!

HIGH BASIC + ATTRACTIVE INCENTIVES AND COMISSIONS

Working Days: 5.5 days work week

Working Location: Islandwide (Fixed working location nearest to you!)

Great benefits - Annual Leaves, Flexi Benefits etc.

Perm position in bank, Great career opportunities

Job Responsibilities: Providing the best financial advices to clients according to their needs.

Providing and suggesting the best investment policies or products to assist clients' to achieve their financial goals.
Maintain and develop long-lasting relationships with both current and potential clients.
Expanding client base by proactively reaching out to leads provided from database and setting up and arranging appointments with potential clients.
Attend to enquiries from walk-in customers.

You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values as you are a representative of the Bank.

Requirements: Diploma/Degree of any discipline

Sales driven

Excellent communication and interpersonal skills

Interested candidates may apply through the application system. We regret that only shortlisted candidates will be notified.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394• Reg. Reg No: R23117785 (Lok Ding Hann)

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