Wealth Planning Sales / Banks / Up to S$4.2K Basic - #1123875

The Opportunity

Our clients are seeking Wealth Planning Banker to join their team in the Central Region. As a Wealth Planning Banker, you will play a crucial role in providing personalised financial solutions and exceptional customer service to our diverse clientele.

Paid training will be provided for non-experienced candidates

Remuneration

$3,600 - $4,200 Basic + $300 Monthly Allowance + Uncapped Commission

Benefits

Quarterly Awards, 24 days annual Leave, 2 days family care leave, 1 birthday off, yearly flexi-allowances for Health and Wellness, and preferential staff rates for loans

Key Responsibilities

• Actively engage with customers to understand their financial goals and provide tailored product recommendations

• Provide wealth management solutions to banking clients through the sales of Bancassurance and investment products

• Serving branch walk-ins and engaging leads provided from the bank’s database

• Collaborate with colleagues to ensure a seamless and positive customer experience

• Participate in regular training to stay up-to-date with industry trends and regulations

What We're Looking For

• Strong interpersonal and communication skills to effectively engage with customers

• Excellent problem-solving and decision-making abilities

• Proficient in Microsoft Office applications and comfortable with technology

• A team player with a positive attitude and a commitment to delivering outstanding customer service

Requirements:

• A recognized Diploma/ Degree in any field

• Prior financial sales work experience will be an advantage

• Strong passion for a sales career and wealth management

• Excellent communication and interpersonal skills

• Results-oriented with strong time management skills

For faster response, please email your updated resume in MS Words format with the following details to [email protected]

1) Last Drawn Salary 2) Expected Salary 3) Reason(s) for Leaving 4) Availability Period

*We regret to inform you that only shortlisted candidates will be notified.*

*No Foreigners*

EA Name: Steven Chan

Registration No. R1105423

EA License No. 08C5257

What We Offer
Our clients are dedicated to supporting our employees' growth and development and offer a competitive salary, a comprehensive benefits package, and opportunities for career advancement. Our clients' collaborative and inclusive work environment encourages work-life balance and personal well-being.
Apply now to join our clients' dynamic team and contribute to the success of our clients' retail banking operations!