
Wealth Planning Manager
1 week ago
We are currently recruiting for a local banking client:
Job Details:
- **Basic salary starting from $3,300 + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission**:
- Working Days/Hours: 5.5 Days / Mon to Fri - 8:30AM to 6:00PM & Sat - 8:30AM to 1:30PM **(Onsite - 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
Your Background
- You have a Bachelor's Degree from a recognised university or a Diploma from a local polytechnic
- 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**:
Key Information
- Sales and Financial advisory role. Key products (Bancassurance, Investments, Mortgages)
- Based in a branch or centralised office
- Teleprospecting
Pay: From $3,300.00 per month
Schedule:
- Day shift
Supplemental Pay:
- Commission pay
**Education**:
- Bachelor's or equivalent (preferred)
License/Certification:
- RNF license (preferred)
-
Wealth Manager
6 days ago
Singapore Titans Private Wealth Full timeWealth Manager (New to industry / Career transition)Are you ready to start a career in wealth management?Titans Private Wealth is expanding our wealth management team and we are searching for candidates who do not have experience in this field or looking for a switch in their career to join us as a Wealth Manager . You will be provided with training across...
-
Wealth Management Specialist
7 days ago
Singapore WEALTH ASIA LLP Full time**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...
-
Wealth Management Specialist
1 week ago
Singapore WEALTH ASIA LLP Full timeDo you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you In this exciting role, you will play a vital role by...
-
apex wealth manager
9 hours ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeRoles & ResponsibilitiesJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference—no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft...
-
Wealth Planning Manager
1 week ago
Singapore DBS Bank Full timeJoin to apply for the Wealth Planning Manager / Senior Wealth Planning Manager, Consumer Banking Group role at DBS
-
Wealth Planning Manager
21 hours ago
Singapore SUMMIT PLANNERS CRUSADERS PTE. LTD. Full time**_Crusaders offers a comprehensive suite of financial solutions to individuals, ranging from the man-in-the-street to the mass affluent. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money in order to achieve their life goals. Our products and services includes insurance,...
-
Wealth Manager
2 weeks ago
Singapore Vastus Wealth Pte Ltd Full timeAs **Wealth Manager **your role is to: - Maintain and manage internal leads/referrals coming from the community - Provide guidance to our community by identifying financial gaps in their current wealth or asset allocation and introducing suitable solutions - Maintain superior relationships by responding timely and accurately with our community to ensure a...
-
Part Time Wealth Manager
3 weeks ago
Singapore WEALTH ASIA LLP Part timeRoles & ResponsibilitiesYou will participate in wealth management, sales and marketing activities, and receiving training on wealth management techniques in the financial services sector. Your job requires you to maintain good communication with customers and providing excellent customer service. You will contribute to the overall sales team efforts and help...
-
Wealth Planning Manager
4 days ago
Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full timeRoles & Responsibilities[Job ID: 533220]Join our team as a Wealth Planning Manager, where you will provide personalized financial advice and solutions to retail customers, helping them achieve their financial goals.Responsibilities:Serve individual retail customers and advise them on various personal banking and financial products and services. Engage...
-
apex wealth manager
18 hours ago
Singapore APEX WEALTH MANAGEMENT LLP Full timeJoin us as AN APEX WEALTH MANAGER, get a head start in the finance industry, and be on track to undertake managerial positions. Build your career and make a difference-no prior experience is needed as we will give you the support and training you need. We provide the training and mentorship you need to get you certified. The soft skills and experience you...