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Wealth planning manager job in Singapore at People Profilers Pte Ltd

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Wealth planning manager at People Profilers Pte Ltd

Wealth planning manager

People Profilers Pte Ltd Singapore Permanent
3,000 SGD - 3,600 SGD/Month
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Wealth Planning Manager (Personal Banker)

Our client (a full-licensed bank in Singapore) is one of the top brands in the region and consistently being rated one of the safest banks globally.


·         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


·         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


·         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

Recommended Skills

  • Consulting
  • Finance
  • Finance Consultancy
  • Financial Planning
  • Loans
  • Mortgage Loans

EA License No.


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