Who you
are : You have our
customers' best interests at heart. It is you they
look to for counsel when making decisions about their finances, big
or small. Every decision of theirs matters to you, simply because
it matters to them.
You see
yourself as a companion on our clients' journeys toward achieving
their life goals . Given that no journey is ever the
same, you take great care (and pride!) in tailoring your financial
advice to meet each client's unique needs and
requirements.
You're
self-motivated, and always on the lookout for opportunities to grow
trends, expanding your skill set, or building your network of
customers through tele-prospecting, virtual or in-person
interactions and customer outreach programmes. You are
knowledgeable about the banks' products and services and can
recommend financial planning solutions that address your customers'
needs. With such drive and tenacity, it's no surprise that you're
consistently meeting your personal goals and
targets.
Last but not the least,
you're focused on building long-term relationships with our
customers . It forms the foundation to all that you
do. You seize every opportunity to excite new and existing clients
by bringing them investment ideas and insurance solutions to help
grow their wealth and protect their futures.
To
you, clients come first (and we like
that).
Your
background : You have a
Bachelor's degree from a recognised university or a diploma from a
local polytechnic.
You are interested in
financial planning or wealth management. Prior work experience is
not a requirement.
You enjoy interacting with
people, are a good communicator and able to conduct yourself
professionally.
You are willing to work on a
flexible schedule that includes weekends.
Candidates with more years of relevant financial advisory
experiences will be considered for Senior Wealth Planning Manager
or Deputy Team Head job
position.
What we
offer : We offer
attractive remuneration and a comprehensive benefits
package.
We also have a recognition program
that provides qualifying employees the opportunity to travel to
exciting overseas destinations.
We will
provide you with structured training and on-the-job training to
help you develop the skillsets you need for a career in financial
planning and wealth management.
We have
digital capabilities that enable hybrid work, giving you the
ability to work from anywhere (from the branch / office, from home,
while out meeting
customers).
Ready to
apply? Take the next step.
Click on the link below to apply and receive an email
notification from our AI Chatbot, JIM within 2 hours.
Interact and complete the mandatory assessments on
JIM.
You will be invited for a face-to-face
interview with our Branch Manager and HR if you are
shortlisted.
Planning Manager • Singapore