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
