
Wealth Planning Managers | $2,700 -- $3,200
Job Description
Wealth Planning Managers
We are hiring for one of the biggest local banks in Singapore.
Job Description:
• Serving the individual retail customer and advising them on various personal banking and financial products and services offered
• Actively seeking opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Possess sound financial knowledge and provide holistic financial planning advice to the customers
• Identifying financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
• Conducting professionally and delivering service standard
• Achieving a balanced scorecard set by the company.
Requirements:
• A diploma/ degree in any discipline
• A willingness to work on a flexible schedule that includes weekends
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and Presentation skills
• Ability to explain complex information clearly and simply
Job Details:
• Salary: $2,700 — $3,200 + commission
• Location: Islandwide (you will be placed to the branch nearest to you)
• Good career progression
For faster shortlisting, please whatsapp Beckham at 88125318 or email me your resume at [Click Here to Email Your Resume] and quote "RM"
EA Personnel: Lim Zhi Han, Beckham
Registration No: R2196765
EA Licence: 19C9859
Cornerstone Global Partners
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Cornerstone Global Partners Pte Ltd |