全职 Wealth Planning Manager (Banking - Basic - Commissions, Training Provided0 工作, 薪水 up to SGD 4,200, PERSOL 公司招聘中 - Ricebowl

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

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EA Personnel Name: Ong Xin Yee
EA Personnel No: R22111378