Wealth Planning Manager (Entry level, $3000, Training provided)

EBC Connect Pte Ltd| Date Posted: 22-Mar-2021
EA Licence No: 17C8975|EA Personal Registration No: R1984062
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Job Nature:
Position Level:
Entry Level

Job Description

  • Permanent position with Commissions
  • Keen to join banking industry
  • Sales driven person, comfortable to meet KPI
  • Entry level, training provided


  • Pro-actively managing and developing effective client relationships, identifying and managing solutions to meet a wide range of client needs and promoting products and services
  • Generating and growing revenue streams through effective client management
  • Developing a comprehensive understanding of the client’s financial needs and demonstrating strong product and service knowledge in order to match the bank’s offering with client needs
  • Generating new client acquisitions and selling products to new clients; liaising with the sales team to ensure the quality of leads referred is to the required standard


  • Candidate must possess at least a Diploma, Advanced/Higher/Graduate Diploma, Finance/Accountancy/Banking, Business Studies/Administration/Management or equivalent.
  • No work experience required, training provided
  • Sales driven person, comfortable to meet KPI

Interested candidates please forward your updated CVs in MS Word format to [Click Here to Email Your Resume]
Reg ID: R1984062
EBC Connect Pte Ltd
Licence no. 17C8975

Company Overview
EBC Connect Pte Ltd