- Outram Central Region (Singapore) Singapore
Kerja Sepenuh Masa Banking Sales Specialist, Gaji tinggi SGD 8,000 di PERSOL Central Region (Singapore) - Maukerja
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
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.
Conduct financial needs analysis and recommend suitable products based on clients’ goals.
Build and maintain long-term client relationships through regular reviews and servicing.
Achieve individual sales and performance targets.
Ensure all advisory and sales activities comply with MAS regulations and company policies.
Stay updated on product knowledge and market developments.
Requirements
Diploma or Bachelor’s degree in any discipline.
Relevant certifications (e.g. CMFAS, M5/M9/M9A) for experienced financial sales persons
Strong interpersonal and communication skills.
Self-driven, results-oriented, and client-focused.
Comfortable working in a target-driven environment.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd ("PERSOL") and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations.
For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy: ************* you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at
*************
.
PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971(Derrick Tiew Yong Han)
PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.
We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.
In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.
Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
Our full Privacy Policy is available at ************* If you wish to withdraw your consent, please drop us an email at "*************" to let us know. Please feel free to contact us if you have any queries.
For more information, please visit *************
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.
Conduct financial needs analysis and recommend suitable products based on clients’ goals.
Build and maintain long-term client relationships through regular reviews and servicing.
Achieve individual sales and performance targets.
Ensure all advisory and sales activities comply with MAS regulations and company policies.
Stay updated on product knowledge and market developments.
Requirements
Diploma or Bachelor’s degree in any discipline.
Relevant certifications (e.g. CMFAS, M5/M9/M9A) for experienced financial sales persons
Strong interpersonal and communication skills.
Self-driven, results-oriented, and client-focused.
Comfortable working in a target-driven environment.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd ("PERSOL") and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations.
For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy: ************* you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at
*************
.
PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971(Derrick Tiew Yong Han)
PERSOL is Asia-Pacific’s leading Staffing and HR solutions partner, operating across 13 markets with deep local insight and regional scale. With more than 80 offices and decades of experience, we deliver integrated workforce solutions that are tailored, tech-enabled, and designed for the dynamic world of work.
We combine human expertise with smart technology to help organisations solve workforce challenges, unlock potential, and stay ahead of change. From recruitment and talent management to workforce strategy and advisory, our collaborative approach puts your goals at the centre.
In 2025, we came together under the PERSOL name — reflecting our bold vision for the future of work and our Group’s Vision: Work and Smile.
Whether you’re building teams, growing careers, or transforming how work gets done, we’re here.
By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.
Our full Privacy Policy is available at ************* If you wish to withdraw your consent, please drop us an email at "*************" to let us know. Please feel free to contact us if you have any queries.
For more information, please visit *************
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