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Wealth Planning Manager

1 month ago

Singapore TALENTA CONSULTANTS PTE. LTD. Full time
Roles & Responsibilities

We are currently recruiting on behalf of a local bank:


Who you are:

You have our customers’ best interests at heart. It is you they look to for counsel when making decisions about their finances, big or small. Every decision of theirs matters to you, simply because it matters to them.

You see yourself as a companion on our clients’ journeys toward achieving their life goals. Given that no journey is ever the same, you take great care (and pride) in tailoring your financial advice to meet each client’s unique needs and requirements.

You’re self-motivated, and always on the lookout for opportunities to grow – whether it is keeping up to date with industry trends, expanding your skill set, or building your network of customers through tele-prospecting, virtual or in-person interactions and customer outreach programmes. You are knowledgeable about the banks' products and services and can recommend financial planning solutions that address your customers' needs. With such drive and tenacity, it’s no surprise that you’re consistently meeting your personal goals and targets.

Last but not the least, you’re focused on building long-term relationships with our customers. It forms the foundation to all that you do. You seize every opportunity to excite new and existing clients by bringing them investment ideas and insurance solutions to help grow their wealth and protect their futures.


Your background:

  • You have a Bachelor's degree from a recognised university or a diploma from a local polytechnic.
  • Candidates who have passed CMFAS papers (Mod 5, 8, 8A, 9, 9A, HI, BCP and/or PGI) will be given preference in the selection process
  • You are interested in financial planning or wealth management. Prior work experience is not a requirement.
  • You enjoy interacting with people, are a good communicator and able to conduct yourself professionally.
  • You are willing to work on a flexible schedule that includes weekends.
  • Candidates with more years of relevant financial advisory experiences will be considered for Senior Wealth Planning Manager or Deputy Team Head job position.
  • Mid-career change and return to work candidates are welcome to apply

What we offer:

  • We offer attractive remuneration and a comprehensive benefits package.
  • We also have a recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
  • We will provide you with structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
  • We have digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

More details:

  • Basic salary starting from $3,600 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission
  • Working Days/Hours: 5.5 Days (alternate Saturdays) / Mon to Fri – 8:30AM to 6:00PM & Sat – 8:30AM to 1:30PM (Onsite role - non-negotiable)
  • Comprehensive training will be provided - 3 weeks paid training
  • Annual Leave: 24 Days PLUS Off-in lieu - 24 Days
  • Flexi-Benefits – up to $1,300 per year
  • Career progression to Team Head/ Private Banker
  • Leads/ support will be provided by the bank

Tell employers what skills you have

Wealth Management
Sales Presentations
Sales
Financial Planning
Investments
Wealth
Cold Calling
Communication Skills
Financial Advisory
Customer Service
Able To Work Independently