Job Summary:
Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager
Responsibilities
- Attending to customers and provide financial advice.
- Plan out and manage investment policies to achieve clients' financial goals.
- Maintain and develop long-lasting relationships with both existing and potential customers.
- Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
- Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
- Conclude sales through referrals from colleagues.
- Attend to enquiries from walk-in customers.
Benefits and Prospect
- Basic salary + high commisions
- Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
- Hybrid arrangements - flexible work
- Medical benefits
- Internal mobility options
Requirements:
- Bachelor's degree from a recognized university or a diploma from a local polytechnic
- Interested in financial planning or wealth management.
Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.
EA License No. 01C4394 • RCB No. 200007268E •Derrick Tiew Yong Han EA Registration No. R1877971
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