Wealth Planner (Banking/ Perm/ Islandwide/ Office Hours)
$ 3,500 - $ 3,500 / Per Mon
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Job Description:
Deliver expert financial advice to clients by evaluating their financial situations and recommending customized wealth management solutions. The recommendations will include insurance products, structured deposits, loans, and unit trusts, all aimed at helping clients achieve their financial objectives.
Actively contribute to the planning and implementation of marketing campaigns across the bank or within your branch. Collaborate with marketing and product teams to design and execute campaigns that effectively promote financial products and services, driving client engagement and growth.
Cultivate and sustain long-term relationships with clients by providing exceptional service and ongoing financial guidance. Regularly review and adjust financial plans to ensure they align with clients' evolving needs and goals.
Achieve and exceed individual and team sales targets by proactively identifying and pursuing new business opportunities. Leverage client referrals and networking to drive business growth and maximize performance-based commission opportunities.
Requirements:
Bachelor's degree from a recognised university or a diploma from a local polytechnic.
Deep interest in financial planning or wealth management.
Non experienced hire is welcome!
Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
Kindly note that only shortlisted candidates will be contacted. By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY 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.persolkelly.com.sg.... You acknowledge that you have read, understood, and agree with the Privacy Policy. PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)
Deliver expert financial advice to clients by evaluating their financial situations and recommending customized wealth management solutions. The recommendations will include insurance products, structured deposits, loans, and unit trusts, all aimed at helping clients achieve their financial objectives.
Actively contribute to the planning and implementation of marketing campaigns across the bank or within your branch. Collaborate with marketing and product teams to design and execute campaigns that effectively promote financial products and services, driving client engagement and growth.
Cultivate and sustain long-term relationships with clients by providing exceptional service and ongoing financial guidance. Regularly review and adjust financial plans to ensure they align with clients' evolving needs and goals.
Achieve and exceed individual and team sales targets by proactively identifying and pursuing new business opportunities. Leverage client referrals and networking to drive business growth and maximize performance-based commission opportunities.
Requirements:
Bachelor's degree from a recognised university or a diploma from a local polytechnic.
Deep interest in financial planning or wealth management.
Non experienced hire is welcome!
Enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
Kindly note that only shortlisted candidates will be contacted. By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY 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.persolkelly.com.sg.... You acknowledge that you have read, understood, and agree with the Privacy Policy. PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)
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