Financial Planner (Banking)

Job Summary:

Our client is an established bank in the global market. We are looking for suitable candidates to join them as a Wealth Planning Manager

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

Basic salary + high commisions

Structured training and on-the-job training to help you develop the skillsets you need for a career in financial planning and wealth management.

Hybrid arrangements - flexible work

Medical benefits

Internal mobility options

Requirements:

Bachelor's degree from a recognized university or a diploma from a local polytechnic

Interested in financial planning or wealth management.

Interested candidates may apply through the application system. We regret to inform only Shortlisted candidates will be notified.

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