PERSOLKELLY SINGAPORE PTE. LTD. | Bancassurance Specialist
2 weeks ago
Job Summary:
Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager (Bancassurance).
Responsibilities:
Attending to customers and providing financial advice.
Planning out and managing investment policies to achieve clients' financial goals.
Maintaining and developing long-lasting relationships with both existing and potential customers.
Capitalizing on sales opportunities via customer events, financial reviews, and branch engagement activities.
Increasing client base by proactively reaching out to leads from the database and setting up appointments with potential clients.
Concluding sales through referrals from colleagues.
Attending to inquiries from walk-in customers.
Benefits and Prospect:
Basic salary + high commissions.
Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
Hybrid arrangements - flexible work.
Medical benefits.
Internal mobility options.
Requirements:
Bachelor's degree from a recognized university or a diploma from a local polytechnic.
Interest in financial planning or wealth management.
Interested candidates may apply through the application system. We regret to inform you that only shortlisted candidates will be notified.
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