Wealth planning manager job in Singapore at People Profilers Pte Ltd

Duties

·         Providing financial planning advisory and cross-selling financial and investment products that meet the clients’ needs

·         Main products covered: Insurance, Funds, retail structured products

·         You may also cover mortgage, loans…etc (as you deem fit, you are not required to cover these products/solutions)

·         Clients are from the bank (mass market segment which mostly includes walk-ins)

·         From time to time, you may be provided with the bank’s clients from various lists other than walk-ins for you to call

·         You need not bring in your own clients

Requirements

·         Min Diploma or Degree of any discipline

·         Having financial advisory sales background is a huge advantage

·         Personal Bankers from other banks, Financial Advisers from tied agencies, FAs, IFAs are a good fit

·         Candidates (with or without sales background) from any other banks/financial institutions such as (not limited to) corporate banking, asset managers, securities firms, finance companies, …etd are welcome  

·         Candidates (with or without sales background) from non-banking/financial industries can also be considered. Those without sales background must have a strong interest in sales

·         Candidates without sales background must have a strong interest in sales and are comfortable in managing sales pressure

·         Highly motivated and target driven

Remuneration

·         Basic Salary + $300 Allowance + Attractive Commission

We regret only shortlisted candidates will be contacted.

Danny Yeo

Senior Consultant

Job Ref: 73WWV5

EA License Number 10C3804

Reg Number: R21101272