Wealth Planning Manager

Singapore, Singapore

Job Description


:

  • 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 \xef\xbb\xbfID: \xef\xbb\xbf\xef\xbb\xbfQXV9RX9RInterested? / Enquiries
Submit your application via the "Quick Apply" link
OR
Contact Mr Wein Ng for a confidential career discussion viaWe 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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Job Detail

  • Job Id
    JD1458481
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Singapore, Singapore
  • Education
    Not mentioned