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

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

Responsibilities

• 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.

Requirements

• 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