- Outram Central Region (Singapore) Singapore
PERSOL Hiring! Full Time Financial Planner (Banking) in Central Region (Singapore), Earn up to SGD 8,000 - Ricebowl
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Job Description
Responsibilities
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.
Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.
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.
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.
Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.
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.
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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