- Singapore
PERSOL Hiring! Full Time Financial Planner (Banking - Basic - Commissions, Training Provided) in , Earn up to SGD 4,200 - Ricebowl
Financial Planner (Banking - Basic - Commissions, Training Provided)
PERSOL
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Working Location
Job Description
Responsibilities
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
-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.
-Job scope consist of digital
capabilities that enable hybrid work, giving you the ability to work from
anywhere (from the branch/office, from home, while out meeting customers).
Requirements:
-Bachelor's degree from a recognized university or a
diploma from a local polytechnic
-Interested in financial planning
or wealth management.
EA
License No. 01C4394 • RCB No. 200007268E • Lim Jia Jie EA Registration No.
R22108969
By
sending us your personal data and curriculum vitae (CV), you are deemed to
consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using
and disclosing my personal data for the purposes set out in the Privacy Policy
which is available at *************
I also acknowledge that I have read, understood, and agree to the said Privacy
Policy.
EA Personnel Name: Ong Xin Yee
EA Personnel No: R22111378
• 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
-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.
-Job scope consist of digital
capabilities that enable hybrid work, giving you the ability to work from
anywhere (from the branch/office, from home, while out meeting customers).
Requirements:
-Bachelor's degree from a recognized university or a
diploma from a local polytechnic
-Interested in financial planning
or wealth management.
EA
License No. 01C4394 • RCB No. 200007268E • Lim Jia Jie EA Registration No.
R22108969
By
sending us your personal data and curriculum vitae (CV), you are deemed to
consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using
and disclosing my personal data for the purposes set out in the Privacy Policy
which is available at *************
I also acknowledge that I have read, understood, and agree to the said Privacy
Policy.
EA Personnel Name: Ong Xin Yee
EA Personnel No: R22111378
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