Relationship Manager - Wealth Planning (Basic + comms)

  • Job category
    Banking and Finance, Insurance
  • Job level
    Fresh/entry level
  • Contract type
    Permanent, Full Time
  • Location
  • Salary
    S$2800 - S$3100

Job Description

Basic salary starts from $2,800 + comms

Working days: 6 days work (Branch Operations Hours)

Location: Islandwide (Bank Branch)

As a Wealth Planning Manager with Asia’s best bank, you will be part of their award-winning team based in either a Branch or Non-Branch team to provide a personalized banking experience for their customers.


- Primarily serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.

- To seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.

- Sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.

- A good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.

- Always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.

- To achieve a balanced scorecard set by the company.

- If based in a Non-Branch environment, you will be assigned to a centralized office where focus will be on a tele-prospecting.


- Diploma/Degree in any discipline

- Willing to work on a flexible schedule inclusive of weekends

- Fresh grad welcome to apply

Only shortlisted applicants will be notified!

Send your resume to:

Whatsapp: 9168 8815


Kelly Neo Kai Lin - R1986646

Just Recruit Singapore Pte Ltd - EA12C6295

Closing on 05 Feb 2021

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