Total 8 financial planner job vacancies in Customer Service category in d13 macpherson braddell

Job Details:

Job Details:

Job Details:

• Salary is from $3,500 - $5,500 + Fixed allowance $150 + Monthly & Quarterly Commission

• Working hours – Mon to Sunday depends on the candidate allocated to which branch but it

will be 5 working days only. Usually, 4 weekday + 1 weekends but they’re flexible.

• AL: 25 Days

Job Responsibilities:

• Establish customers' financial goals

• Determine their current financial situations to identify any shortfalls

• Develop wealth management strategies to plan for their future

• Customize solutions for individual needs and regularly review financial plans

• Be a financial solutions provider who provides affordable solutions and options to help

customers achieve their financial goals

• Act as a financial coach to provide guidance on saving

Requirements:

• Min. a Local Diploma/Degree in any discipline

• Must have at least 6 months of financial sales experience

Only shortlisted candidates will be notified
Send your resume to:
Email: [email protected]
WhatsApp: 9833 5766

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295

Job Details:

Job Highlights:

• Basic salary starting from $3,300 - $5,200 (Depending on the candidate’s experience) + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission

• Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM

• Working Location: Will be assigned to the nearest bank branch near the candidate’s home

• Annual Leave: 24 Days

• Flexi Benefits – $1,000 per year (Pro-rated depends on when you joined)

• 1 Month of paid training is provided at DBS Academy (Changi Business Park/Expo)

• Career progression up to Team Head/Treasures Private Banker

• Leads/support will be provided by the bank

Job Responsibilities:

• You’re to engage customers through branch banking touch points, teleappointments, and/or outreach programs

• You’re to conduct regular follow up with existing and potential customers to assess their financial need

• You’re to provide a financial advisory by offering wealth management solutions such as insurance, investment, etc.

Send your resume to:
Email: [email protected]
WhatsApp: 9833 5766

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295

Job Highlights:

• Basic salary starting from $3,300 - $5,200 (Depending on the candidate’s experience) + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission

• Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM

• Working Location: Will be assigned to the nearest bank branch near the candidate’s home

• Annual Leave: 24 Days

• Flexi Benefits – $1,000 per year (Pro-rated depends on when you joined)

• 1 Month of paid training is provided at DBS Academy (Changi Business Park/Expo)

• Career progression up to Team Head/Treasures Private Banker

• Leads/support will be provided by the bank

Job Responsibilities:

• You’re to engage customers through branch banking touch points, teleappointments, and/or outreach programs

• You’re to conduct regular follow up with existing and potential customers to assess their financial need

• You’re to provide a financial advisory by offering wealth management solutions such as insurance, investment, etc.

Send your resume to:
Email: [email protected]
WhatsApp: 9833 5766

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295

Details:

• Working Hours: Flexible, 5 days/week (4 weekdays + 1 weekend)
• Annual Leave: 25 Days
• Salary: $3,500 - $5,500 + $150 Fixed Allowance + Monthly & Quarterly Commission
• Training: 1 Month Provided

Responsibilities:

• Establish customers' financial goals
• Assess current financial situations to identify shortfalls
• Develop personalized wealth management strategies for the future
• Customize solutions, regularly reviewing and adjusting financial plans
• Provide affordable options to help customers achieve their financial goals
• Act as a financial coach, offering guidance on saving

Requirements:

• Minimum Local Diploma/Degree in any discipline
• Preferably with at least 6 months of financial sales experience

Send your resume to:
Email: [email protected]
WhatsApp: 9833 5766

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295

Details:

• Working Hours: Flexible, 5 days/week (4 weekdays + 1 weekend)
• Annual Leave: 25 Days
• Salary: $3,500 - $5,500 + $150 Fixed Allowance + Monthly & Quarterly Commission
• Training: 1 Month Provided

Responsibilities:

• Establish customers' financial goals
• Assess current financial situations to identify shortfalls
• Develop personalized wealth management strategies for the future
• Customize solutions, regularly reviewing and adjusting financial plans
• Provide affordable options to help customers achieve their financial goals
• Act as a financial coach, offering guidance on saving

Requirements:

• Minimum Local Diploma/Degree in any discipline
• Preferably with at least 6 months of financial sales experience

Send your resume to:
Email: [email protected]
WhatsApp: 9833 5766

ONG HUI XIN R23114158
Just Recruit Singapore Pte Ltd EA12C6295