- Outram Central Region (Singapore) Singapore
Kerja Sepenuh Masa Financial Planner (Banking), Gaji tinggi SGD 8,000 di PERSOL Central Region (Singapore) - Maukerja
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
Job Summary:
Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager
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.
Conclude sales through referrals from colleagues.
Attend to enquiries from walk-in customers.
Benefits and Prospect
Basic salary + high commisions
Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
Hybrid arrangements - flexible work
Medical benefits
Internal mobility options
Requirements:
Bachelor's degree from a recognized university or a diploma from a local polytechnic
Interested in financial planning or wealth management.
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 *************
Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager
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.
Conclude sales through referrals from colleagues.
Attend to enquiries from walk-in customers.
Benefits and Prospect
Basic salary + high commisions
Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
Hybrid arrangements - flexible work
Medical benefits
Internal mobility options
Requirements:
Bachelor's degree from a recognized university or a diploma from a local polytechnic
Interested in financial planning or wealth management.
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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