Wealth Planning Manager - Singapore - JUST RECRUIT SINGAPORE PTE. LTD.

Description

Roles & Responsibilities

Job Highlights:

• Basic salary starting from $3,300 - $5,200 (Depending on the candidate's experience) + Fixed Monthly of $300 - $400 Allowance + Quarterly Commission

• Working Days/Hours: 5.5 Days / Mon to Fri – 8:30 AM to 6:00 PM & Sat – 8:30 AM to 1:30 PM

• Working Location: Will be assigned to the nearest bank branch near the candidate's home

• Annual Leave: 24 Days

• Flexi Benefits – $1,000 per year (Pro-rated depends on when you joined)

• 1 Month of paid training is provided at DBS Academy (Changi Business Park/Expo)

• Career progression up to Team Head/Treasures Private Banker

• Leads/support will be provided by the bank

Job Responsibilities:

• You're to engage customers through branch banking touch points, teleappointments, and/or outreach programs

• You're to conduct regular follow up with existing and potential customers to assess their financial need

• You're to provide a financial advisory by offering wealth management solutions such as insurance, investment, etc.

Send your resume to:
Email:
WhatsApp:

ONG HUI XIN R
Just Recruit Singapore Pte Ltd EA12C6295

Tell employers what skills you have

Wealth Management
Microsoft PowerPoint
Microsoft Office
Investment Strategies
Microsoft Excel
Analytical Skills
Financial Management
Financial Planning
Interpersonal Skills
Wealth
Attention to Detail
Financial Analysis
Financial Advisory
Branch Banking
Financial Services