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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 [email protected]
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
STAR RECRUITMENT PTE. LTD.
We are a recruitment consultancy firm that offers flexibility and tailor-made process to suit each individual and business need. Armed with professional experience and unique insights, we offer support to organizations ranging from small and medium enterprises to multi-national corporations across v...
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