Wealth Planning Manager

• SINGAPOREANS ONLY
• No experience required (refer to 'Requirements' below)
• This is a Wealth Management SALES role within a top Local Bank
  • NOT Insurance Financial Adviser/Consultant
  • HIGH Earning Potential: Basic Salary + Fixed Allowance + Quarterly Commissions (refer to 'Additional Information' below)
  • Excellent Career Progression opportunities
• Island-wide Bank Branches

Responsibilities

• [Primary Objective] Introduce and Promote the Sales of Bancassurance, Unit Trust (Investment), and other related products
• Serve Walk-In Clients at Bank Branch, or Tele-Prospect Clients via the Bank's expansive database
• Schedule Consultations and conduct a thorough Fact-Finding process with your Clients to identify their Financial Needs and Goals
• Adhere strictly to all local and internal regulatory compliance requirements

Requirements

• Singaporeans Only
• Minimum Local Diploma, or Degree and above
• Must pass all Core CMFAS papers before commencement (guidance provided)
  ^ Full Reimbursement of Fees for 1st attempt
• Must be comfortable to work 5.5 days per week (Office Hours + Saturday Mornings)

Job Reference ID: QXV9RX9R

Interested? / Enquiries
Submit your application via the "Apply" link
OR
Contact Mr Wein Ng for a confidential career discussion via 8837 5170

We regret that only shortlisted candidates will be notified.

EA Personnel Name: Ng Weineng
EA Personnel No: R1985639
EA License No: 02C4944