- Singapore Central Region (Singapore) Singapore
Kerja Sepenuh Masa Banking Wealth Planning Manager (Perm- Training Provided- Entry Level) - JL, Gaji tinggi SGD 4,800 di PERSOL Central Region (Singapore) - Maukerja
Banking Wealth Planning Manager (Perm- Training Provided- Entry Level) - JL
PERSOL
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets
Responsibilities
Attending to customers and provide financial advice.
Plan out and manage investment policies to achieve clients' financial goals.
Maintain and develop long-lasting relationships with both existing and potential customers.
Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
Benefits and Prospect
Attractive remuneration and a comprehensive benefits package.
Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
Digital capabilities that enable hybrid work, giving you the ability to work from anywhere
PERSOL Singapore Pte Ltd • UEN No. 200007268E • EA License No. 01C4394 • EA Registration No. R22111378 (Ong Xin Yee)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at ************* You acknowledge that you have read, understood, and agree with the Privacy Policy.
Responsibilities
Attending to customers and provide financial advice.
Plan out and manage investment policies to achieve clients' financial goals.
Maintain and develop long-lasting relationships with both existing and potential customers.
Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
Benefits and Prospect
Attractive remuneration and a comprehensive benefits package.
Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
Digital capabilities that enable hybrid work, giving you the ability to work from anywhere
PERSOL Singapore Pte Ltd • UEN No. 200007268E • EA License No. 01C4394 • EA Registration No. R22111378 (Ong Xin Yee)
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its affiliates to collect, use and disclose your personal data for the purposes set out in the Privacy Policy available at ************* You acknowledge that you have read, understood, and agree with the Privacy Policy.
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