Deskripsi Pekerjaan
Join PERSOL as a Wealth Planning professional in the Central Region and become a trusted financial advisor to high-net-worth individuals and businesses. This sales-driven role offers the opportunity to develop tailored wealth solutions that align with clients' long-term financial goals. You'll leverage your expertise in banking products to drive revenue growth while building meaningful client relationships in Singapore's dynamic financial sector.
PERSOL provides a collaborative environment where your sales acumen and passion for financial planning can thrive. We value professionals who combine market knowledge with exceptional client service to deliver comprehensive wealth management strategies. This position includes competitive compensation, continuous professional development, and the chance to impact clients' financial futures positively.
As part of our team, you'll gain exposure to diverse financial products and investment vehicles while staying updated on regulatory changes and market trends. If you're results-oriented and committed to helping clients achieve financial security, this role offers a fulfilling career path in wealth management.
Tanggung Jawab
- Develop and maintain client relationships through personalized wealth planning consultations
- Identify client financial needs and recommend appropriate banking products and services
- Achieve monthly sales targets for investment, insurance, and retirement planning products
- Conduct market research to identify new business opportunities and competitive trends
- Prepare comprehensive financial plans and presentations for high-net-worth clients
- Collaborate with internal teams to ensure seamless service delivery and compliance
- Stay updated on financial regulations and industry best practices
Kualifikasi
- Bachelor's degree in Finance, Business, Economics, or related field
- Minimum 2 years of experience in banking sales or wealth management
- Strong knowledge of investment products, insurance solutions, and retirement planning
- Proven track record of meeting sales targets in financial services
- Excellent communication and presentation skills
- Professional certifications (e.g., CFP, CFA, or equivalent) preferred
- Proficiency in CRM systems and financial analysis tools