Wealth Planner Manager (Advisory, Entry Level, Leading Bank)

  • Job category
    Banking and Finance, Customer Service, Sales / Retail
  • Job level
    Fresh/entry level
  • Contract type
    Permanent, Full Time
  • Location
  • Salary
    S$2700 - S$3400

Job Description

  • Entry level
  • Certifications covered
  • Full-range training provided
  • Basic + allowance + commission
  • Target driven
  • Wealth management
  • Local Diploma may apply


  • To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
  • To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
  • To seek opportunities and to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
  • To participate in marketing and promotional activities for customer acquisition.
  • To source and call on individual prospects
  • To provide quality, efficient after-sales services
  • To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.


  • Local diploma/ degree in any discipline
  • Positive personality
  • Target driven
  • A willingness to work on a flexible schedule that includes weekends
  • A passion for banking and wealth management
  • Excellent communication and listening skills
  • Confidence and Presentation skills

Interested candidates please forward your updated CVs in MS Word format to jianwen@connect-ebc.com
Reg ID: R1984062
EBC Connect Pte Ltd
Licence no. 17C8975

Closing on 23 Mar 2021

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