Wealth Planning Manager (Banking / No experience needed / Great Benefits) - Islandwide, SG

Roles & Responsibilities

Wealth Planning Manager (Banking / No experience needed / Great Benefits)

Job Description

If you are passionate about helping individuals / businesses and is sales driven, you are what we are looking for!

HIGH BASIC + ATTRACTIVE INCENTIVES / COMISSIONS

Working Location : Islandwide (Fixed working location nearest to you!)

Great benefits - Annual Leaves, Flexi Benefits etc.

Job Responsibilities :

• Providing the best financial advices to clients according to their needs.
• Providing and suggesting the best investment policies or products to assist clients' to achieve their financial goals.
• Maintain and develop long-lasting relationships with both current and potential clients.
• Expanding client base by proactively reaching out to leads provided from database and setting up and arranging appointments with potential clients.
• Attend to enquiries from walk-in customers.
• You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values as you are a representative of the Bank.

Requirements :

EA License No. 01C4394

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Tell employers what skills you have

Wealth Management

Management Skills

Sales

Aftersales

Financial Planning

Interpersonal Skills

Arranging

Investments

Wealth Accumulation

Wealth

Risk Management

Communication Skills

Banking

Financial Advisory

BASIC

Financial Services