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