Wealth Planning Relationship Manager [with Basic] *Top Bank*

Recruit Express Pte Ltd| Date Posted: 6-Nov-2020
EA Licence No: 99C4599|EA Personal Registration No: R1986990
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Job Nature:
Position Level:
Entry Level, Experienced
Diploma, Bachelor's / Honours

Job Description

Structured Training provided with Good career progression, benefits and rewards!


Jobs Responsibilities

  • Provide a financial advisory through offering wealth management solutions such as insurance, endowment plan and so on
  • Participate in planning community outreach activities and sales campaigns to increase customer engagement
  • Conduct regular follow up interviews with existing and potential customers to assess their financial needs
  • Maintaining relationship with existing customers and reaching out to potential customers through cold calling (Telesales)
  • Perform any other tasks as requested by supervisor.


Job Requirements

  • Min. Dip / Degree
  • Prior experience in Banking / Finance / Telesales / Client Servicing / Business Development / Client Acquisition will be advantageous
  • Sales driven and excellent customer service
  • Self-motivated individual and a team player


Application Procedures
Interested candidates, please email your resume to:

Lynn Mak Ling Ling (EA Personnel No. R1986990)
[Click Here to Email Your Resume]
Recruit Express Pte Ltd (EA No. 99C4599)

Company Overview
Recruit Express Pte Ltd