Wealth Planning Manager
Shenton Way, Singapore, Singapore
Job Description
\xef\xbb\xbfResponsibilities:
- Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank
- Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
- Provide holistic financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
- Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
- Conduct yourself professionally and deliver service standard as prescribed by the Bank service values
- Achieve a balanced scorecard set by the company
- Permanent
- Various Locations (Will be allocated depending on business needs, nearest to your place)
- 5.5 days work week (must be prepared to work on weekends for branch working hours)
- Up to $4,500 + Commission + $300 Transport Allowance
- Possess a diploma/ degree in any discipline
- Sales driven, willing to travel and work on a flexible schedule that includes weekends
- Possess sound financial knowledge
- Has a passion for banking and wealth management
- Excellent communication and listening skills
- Confidence and Presentation skills
- Ability to explain complex information clearly and simply
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Job Detail
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Job IdJD1469501
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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:$4500 per month
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Employment StatusPermanent
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Job LocationShenton Way, Singapore, Singapore
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EducationNot mentioned