Singapore, Singapore, Singapore
Wealth Planning Manager
Job Description:
- SINGAPOREANS ONLY
- No experience required (refer to 'Requirements' below)
- This is a Wealth Management SALES role within a top Local Bank
- NOT Insurance Financial Adviser/Consultant
- HIGH Earning Potential: Basic Salary + Fixed Allowance + Quarterly Commissions (refer to 'Additional Information' below)
- Excellent Career Progression opportunities
- Island-wide Bank Branches
Responsibilities
- [Primary Objective] Introduce and Promote the Sales of Bancassurance, Unit Trust (Investment), and other related products
- Serve Walk-In Clients at Bank Branch, or Tele-Prospect Clients via the Bank's expansive database
- Schedule Consultations and conduct a thorough Fact-Finding process with your Clients to identify their Financial Needs and Goals
- Adhere strictly to all local and internal regulatory compliance requirements
Requirements
- Singaporeans Only
- Minimum Local Diploma, or Degree and above
- Must pass all Core CMFAS papers before commencement (guidance provided)
^ Full Reimbursement of Fees for 1st attempt - Must be comfortable to work 5.5 days per week (Office Hours + Saturday Mornings)
Job Reference ID: QXV9RX9R
Interested? / Enquiries
Submit your application via the "Apply" link
OR
Contact Mr Wein Ng for a confidential career discussion via 8837 5170
We regret that only shortlisted candidates will be notified.
EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944
Required Skills:
BASIC Regulatory Compliance Enquiries Salary Insurance Planning Sales Management