Wealth Planner (Bank/Sales)

Roles & Responsibilities

Job Description

We are seeking a Wealth Planning Manager to provide comprehensive wealth and financial planning solutions to clients. The role focuses on building client relationships, delivering tailored insurance and investment solutions, and achieving sales targets while ensuring regulatory compliance.

Key Responsibilities

• Advise clients on wealth planning, insurance, and financial protection solutions.

• Conduct financial needs analysis and recommend suitable products based on clients’ goals.

• Build and maintain long-term client relationships through regular reviews and servicing.

• Achieve individual sales and performance targets.

• Ensure all advisory and sales activities comply with MAS regulations and company policies.

• Stay updated on product knowledge and market developments.
  

Requirements

• Diploma or Bachelor’s degree in any discipline.

• Relevant certifications (e.g. CMFAS, M5/M9/M9A) for experienced financial sales persons

• Strong interpersonal and communication skills.

• Self-driven, results-oriented, and client-focused.

• Comfortable working in a target-driven environment.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

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PERSOL Singapore Pte Ltd • RCB No. 200007268E • EA License No. 01C4394 • EA Registration No. R1877971 (Derrick Tiew Yong Han)

Tell employers what skills you have

Wealth Management
Sales
Referrals
Lifestyle
Aftersales
Financial Planning
Wealth Accumulation
Wealth
Mobility
Selling
Bancassurance
Direct Sales
General Insurance
Banking
Financial Advisory