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
Contractual Period:
  • Permanent
Location:
  • Various Locations (Will be allocated depending on business needs, nearest to your place)
Working Hours:
  • 5.5 days work week (must be prepared to work on weekends for branch working hours)
Salary:
  • Up to $4,500 + Commission + $300 Transport Allowance
Requirements:
  • 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
Interested applicants, kindly email your detailed resume (MS Word format is preferred):cass@successhrc.com.sg (Registration No. R2197670)Please ensure that applications sent through email are no bigger than 1Mb.We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)3 Shenton Way, #19-01 Shenton House, Singapore 068805T: 6337 3183 | F: 6337 0329 | W:

Success Human Resource Centre

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Job Detail

  • Job Id
    JD1469501
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $4500 per month
  • Employment Status
    Permanent
  • Job Location
    Shenton Way, Singapore, Singapore
  • Education
    Not mentioned