Wealth Planner

Job Summary:

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.

Responsibilities

• Attending to customers and provide financial advice.
• Plan out and manage investment policies to achieve clients' financial goals.
• Maintain and develop long-lasting relationships with both existing and potential customers.
• Capitalise on sales opportunities via customer events, financial reviews and branch engagement activities.
• Increase client base by proactively reaching out to leads from database and setting up appointments with potential clients.
• Conclude sales through referrals from colleagues.
• Attend to enquiries from walk-in customers.

Benefits and Prospect

• Attractive remuneration and a comprehensive benefits package.
• Recognition program that provides qualifying employees the opportunity to travel to exciting overseas destinations.
• Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.
• Job scope consist of digital capabilities that enable hybrid work, giving you the ability to work from anywhere (from the branch/office, from home, while out meeting customers).

Requirements:

• Diploma from a local polytechnic / Bachelor's degree from a recognized university

This is in partnership with the Employment and Employability Institute Pte L td ("e2i"). e2i is the empowering network for workers and employers seeking employment and employability solutions. e2i serves as a bridge between workers and employers, connecting with workers to offer job security through job-matching career guidance and skills upgrading services, and partnering employers to address their manpower needs through recruitment, training, andjob redesign solutions. e2i is a tripartite initiative of the National Trades Union Congress set up to support nation-wide manpower and skills upgrading initiatives.

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