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Open nowFirst seen 2 days ago

Wealth Planning Manager

People Profilers1,158 open roles

Where
Singapore
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Your applicationOpen nowWealth Planning ManagerPeople Profilers · 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 People Profilers's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.1% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.1%7 days
  4. 19.1%14 days
  5. 35.6%30 days
  6. 52.7%60 days
This job: first seen 2 days ago

The posting

  • SINGAPOREANS ONLY
  • No experience required (refer to 'Requirements' below)
  • This is a Wealth Management SALES role within a top Local Bank NOT Insurance Financial Adviser/Consultant HIGH Earning Potential: Basic Salary + Fixed Allowance + Quarterly Commissions (refer to 'Additional Information' below) Excellent Career Progression opportunities
  • Island-wide Bank Branches

Responsibilities

  • [Primary Objective] Introduce and Promote the Sales of Bancassurance, Unit Trust (Investment), and other related products
  • Serve Walk-In Clients at Bank Branch, or Tele-Prospect Clients via the Bank's expansive database
  • Schedule Consultations and conduct a thorough Fact-Finding process with your Clients to identify their Financial Needs and Goals
  • Adhere strictly to all local and internal regulatory compliance requirements

Requirements

  • Singaporeans Only
  • Minimum Local Diploma, or Degree and above
  • Must pass all Core CMFAS papers before commencement (guidance provided) ^ Full Reimbursement of Fees for 1st attempt
  • Must be comfortable to work 5.5 days per week (Office Hours + Saturday Mornings)

Job Reference ID: QXV9RX9R

Interested? / Enquiries Submit your application via the "Apply" link OR Contact Mr Wein Ng for a confidential career discussion via 8837 5170

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng EA Personnel No: R1985639 EA License No: 02C4944

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    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on People Profilers's form

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  4. Every reply, sorted

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