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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
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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.


A sales-oriented role: Your main duty is providing financial/wealth planning advisory and cross-selling financial and investment products such as Insurance, Investment Funds, Retail Structured Products to meet the clients’ needs

Clients are provided by the bank from the mass market segment, you need not bring in your own clients

Points of communication with the clients are via tele-advisory, servicing the branch walk-ins and sales appointments

As and when required, it is part of your job to service the bank’s clients in accounts opening, retail loans, mortgage… etc 

The bank provides a comprehensive and professional training covering (not limited to) rules & regulations and products/solutions for the initial 6 weeks upon joining. Subsequent structured trainings/workshops are provided bank wide from time to time.


Minimum Diploma of any discipline, with or without experience

Open to candidates without sales experience, from any industry

Personal Bankers from other banks seeking a better career progression (upgrade in corporate rank and pay) are encouraged to speak with us as we also provide banking career advisory

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

Highly motivated and targets driven 

Remuneration (Depending on relevant experience)

Basic Salary + Fixed Allowance + Attractive Commission 

Thanks for your interest. We regret only shortlisted candidates will be contacted.

People Profilers (Executive Search) Pte Ltd

Cheo Bee Bin

License Number 10C3804

Registration Number R22105776

Job Ref: X954WRY

Recommended Skills

  • Consulting
  • Finance
  • Loans
  • Mortgage Loans
  • Retailing
  • Sales

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