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Open nowPosted 30 days ago

Financial Planner (Banking)

MyCareersFuture94,028 open roles

Pay
SGD 5,000 – SGD 8,000 a month
Where
Central, Singapore
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Your applicationOpen nowFinancial Planner (Banking)MyCareersFuture · Central, Singapore

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on MyCareersFuture's own form.

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The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.6%1 day
  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 30 days ago

The posting

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 https://www.persolsingapore.com/policies. 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)

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