wealth planning advisor in Singapore

chaileng lim, randstad
job type
S$ 3,500 - S$ 4,500 per month

job details

job type
working hours
S$ 3,500 - S$ 4,500 per month
1 year
reference number
chaileng lim, randstad
add to saved jobs print

job description

about the company
We are partnering with an established Retail Bank to recruit Wealth Planning Advisor. With strong branding and large customers network, our clients invest in high-tech digtal engagement, product innovation and train their relationship managers to leverage on these tools to help customers with wealth planning and protection.

This is an excellent opportunity to embark on a banking career to gain the exposure of working in a large financial institution, and develop your career which comes with attractive compensation and great benefits. Internal promotion and mobility are what makes this opportunity exciting if you are looking to build a career in Banking .

about the job

Provide support to customers on their financial queries and banking needs
- Give financial advice to clients by performing due diligence on their financial status and recommend suitable financial products such as Unit Trust, Insurance, Deposits and Loans
- Develop long term relationship with clients and get referrals
- Work closely with managers on portfolio analysis and sales training
- Tele-propsect and set up appointments

about the manager/team
You will work under the guidance and mentorship of an experienced sales manager, who will motivate, inspire, coach you to success. You can look forward to work with a group of co-workers who are self motivated and out-going.

skills and experience required

  • Min local diploma or degree in any discipline
  • Pleasant with a flair to meet people
  • Keen interest to learn about banking products and wealth management
  • Eager to learn on the job and connect with people
  • Competitive salary and benefits

We have helped many candidates to successfully embarked their career in banking or supported them through this career switch. Many of them are successful bankers now, though they initially do not have any banking sales background .

Our consultants will guide you through the process and prepare you for the interview to excel!

To apply online please use the 'apply' function, alternatively you may contact Chai Leng at 65101460 or any of consultants in Randstad.
(EA: 94C3609/ R1108371 )




Degree in any discipline

educational requirements

Bachelor Degree