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*Wealth Planning Manager/ Bank/ Finance/ Basic up to $4K + Good Benefits!

  • Job category
    Banking and Finance
  • Job level
  • Contract type
    Permanent, Full Time
  • Location
  • Salary
    S$3000 - S$4000

Job Description

• Candidates with experience in banking or insurance industry are welcome

• Fast track progression in Banking and Finance industry 

• Up to $4000 Basic + Good Benefits + Attractive Incentives


• Follow up on the walk-in/ existing list of clients provided by the company

• Establish customer’s financial goal and provide financial solutions according to their needs
• Maintain customer loyalty and promote brand identity by providing excellent customer service through regular updates and reviews with customers on financial services/information
• Assisting in client's wealth accumulation and financial wellbeing according to their investment needs and objectives.


• Diploma or Degree in any discipline

• Minimum 1 year experience work in bank or financial institutions
• Good communication skills, strong customer service mindset
• Keen interests in Banking and Finance industry
• Pro-active, a good listener, people and results-oriented
• Willingness to learn as comprehensive training provided

Attractive Salary Package up to $4000 Basic + Incentives + Commission + Full Employment Benefits
Fast-track Progressions in Bank + Great employee benefits!

For Fast Response, please Email your updated resume in MS word format with the following details to

1) Last Drawn Salary
2) Expected Salary
3) Recent Photo
4) Reason(s) for Leaving
5) Availability Period
6) References

William Li
Registration No: R1655665
EA License No: 08C5257

Closing on 08 Mar 2021

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