Wealth Planning (Bank / Sales)

Roles & Responsibilities

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 (Bancassurance)

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

Requirements :

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

Tell employers what skills you have

Wealth Management

Sales

Referrals

Lifestyle

Aftersales

Financial Planning

Wealth Accumulation

Wealth

Credit Cards

Mobility

Bancassurance

Life Insurance

Banking

Financial Advisory