Permanent Wealth Planning Manager (Bank) - Up to $3,400 + Comm + Allowance

Success Human Resource Centre Pte Ltd

Permanent Wealth Planning Manager (Bank) - Up to $3,400 + Comm + Allowance

Success Human Resource Centre Pte Ltd

Job Nature: Permanent

Position Level: Entry Level

Job Category: Consumer Banking, Investments/Fund Management, Consumer Sales, Telesales/Telemarketing

Qualification: Bachelor's / Honours, Masters / PhD

Salary: Login to view

  • Permanent
  • Various locations
  • 5.5 days work week
  • Up to $3,400 + Comm + Allowance



  • Serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank
  • Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
  • Provide holistic financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
  • Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
  • Conduct yourself professionally and deliver service standard as prescribed by the Bank service values
  • Achieve a balanced scorecard set by the company


Contractual Period:

  • Permanent



  • Various Locations (Will be allocated depending on business needs)


Working Hours:

  • 5.5 days work week (must be prepared to work on weekends for branch working hours)



  • Diploma: Up to $2,900 + Comm + $300 transport allowance
  • Degree: Up to $3,400 + Comm + $300 transport allowance



  • Possess a diploma/ degree in any discipline
  • Sales driven, willing to travel and work on a flexible schedule that includes weekends
  • Possess sound financial knowledge
  • Has a passion for banking and wealth management
  • Excellent communication and listening skills
  • Confidence and Presentation skills
  • Ability to explain complex information clearly and simply


Interested applicants, kindly email your detailed resume (MS Word format is preferred):


[Click Here to Email Your Resume] (Reg No: R1107386)


Please ensure that applications sent through email are no bigger than 1Mb.


We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.


Success Human Resource Centre Pte Ltd (EA License Number: 97C4832)
3 Shenton Way, Shenton House,
#19-01 Singapore 068805
T: 6337 3183 | F: 6337 0329 | W: [Click Here to Email Your Resume]

Company Overview

Success Human Resource Centre Pte Ltd is an established Recruitment Firm specialising in Permanent, Contract and Temporary placements. We have clients in the various industries that meet your requirements for your career aspiration and advancement.
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