Wealth Planning Manager / Senior Wealth Planning Manager
Singapore, Singapore
Job Description
Job details
Posted 30 January 2023
SalaryUp to S$42600.00 per annum + great commission, attractive package
LocationSingapore
Job type Permanent
DisciplineBanking & Financial Services
Reference258654_1675045558
Our client, a leading retail bank is looking for highly driven sales personnel to join their expanding team.
Key Responsibilities:
- Primarily serve individual retail customer and advise them on various personal banking and financial products and services.
- Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
- Possess sound financial knowledge and provide holistic financial planning advice to customers.
- Good understanding of banking regulations and to adhere to rules and guidelines when conducting business.
- Always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
- Achieve a balanced scorecard set by the company.
- Diploma/ degree in any discipline
- Willingness to work on a flexible schedule that includes weekends
- Passion for banking and wealth management
- Excellent communication and listening skills
- Confidence and Presentation skills
- Ability to explain complex information clearly and simply
Data provided is for recruitment purposes only Business Registration Number: 200611680D. License Number: 10C5117 EA Personal Registration Number: R22107677.
If this job isn\'t quite right for you, but you know someone who would be great at this role, why not take advantage of our referral scheme? We offer SGD1,000 or SGD350 in shopping vouchers for every referred candidate who we place in a role. Terms & Conditions Apply. https://www.ambition.com.sg/refer-a-friend
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Job Detail
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Job IdJD1266502
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSingapore, Singapore
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EducationNot mentioned