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Jobs in Singapore   »   Jobs in Singapore   »   Business Management / Project / Planning Job   »   Wealth Planning Manager ( Comprehensive Perm Benefits/ Oversea Trip Award)
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Wealth Planning Manager ( Comprehensive Perm Benefits/ Oversea Trip Award)

Persolkelly Singapore Pte. Ltd.

Persolkelly Singapore Pte. Ltd. company logo

Overview:

· Permanent position with perks

· Multiple working location (Willing to travel based on business needs)

· 5.5 days’ work week (Comfortable with flexible schedule which include weekends)

· Structured training will be provided


Job Responsibilities:

· Serve retail customer and advise them on various personal banking and financial products and services based on their needs.

· Engage customers through branch banking touch points, tele-appointments, and/or outreach programs

· Provide 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

· Professionally and deliver service standard as prescribed by the Bank service values

· Achieve a balanced scorecard set by the company

· Ability to execute ad hoc duties as assigned.


Job Requirement:

· Possess a diploma/ degree in any discipline or equivalent experience

· Sales driven, target, and result oriented

· Has strong interest for banking and wealth management

· Excellent customer focused mindset and strong interpersonal skills.

· Ability to explain complex information clearly and simply


Interested candidates may send their resumes to [email protected] or apply through the application system.Regret to inform that only shortlisted candidates will be notified.


PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 • EA Registration No. R21101254 (Tay Khai Ven)


By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at www.persolkelly.com.sg I also acknowledge that I have read, understood, and agree to the said Privacy Policy.

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