Job Description
Wealth Planning Manager Local Bank • Basic From $3600 to $4200 + $300 monthly allowance & Incentives • Paid training will be provided • Fast track progression in the Banking and Finance industry Responsibilities: • Work closely with the team to manage clients’ portfolios, perform financial analysis • Follow the existing list of clients provided by the company • 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 wealth preservation and capital growth • Attend to the walk-in and queuing customers and customize solutions to meet clients’ financial objectives Requirements: •Degree or Local Diploma in any discipline •Good communication skills, strong customer service mindset • Keen interests in the Banking and Finance industry • Be proactive, a good listener, and people-oriented • Willingness to learn as comprehensive training provided Attractive Basic Salary Package up to $$4200 Basic + $300 Allowance + Commission + Full Employment Benefits + Fast-track Progressions in Bank! For Fast Response, please Email your updated resume in MS Word format with the following details to steven@starrecruitment.com.sg 1) Last Drawn Salary 2) Expected Salary 3) Recent Photo 4) Reason(s) for Leaving 5) Availability Period 6) References Steven Chan Registration No: R1105423 EA License No: 08C5257
