Wealth Planning Consultant

Position: Permanent (Basic with allowances and commissions available)

Working Hours: Branch Working Hours

Location: Islandwide (Working location nearest to you)

 

Join a career briefing to learn more about the role! Comprehensive training will be provided.

 

About the Job:

We are seeking a motivated and experienced Wealth Planning Consultant to join our dynamic team. In this role, you will provide financial advice and wealth management solutions to clients, helping them achieve their financial goals through tailored strategies.

 

Job Description: 

  • Assess clients' financial situations and recommend appropriate wealth management products, including insurance, structured deposits, loans, and unit trusts.
  • Develop and maintain long-term relationships with clients, providing ongoing support and conducting regular reviews of their financial plans.
  • Collaborate with the marketing team to design and implement campaigns that promote wealth management products and services while educating clients on effective financial planning strategies.
  • Ensure all financial advice and transactions comply with regulatory requirements and internal policies.
  • Work closely with other departments to deliver comprehensive financial solutions and share insights to enhance client service.

 

Job Requirements: 

  • A Diploma from a local polytechnic is preferable.
  • Offering excellent opportunities to launch a successful career, and prior work experience is not mandatory.
  • A strong interest in financial planning and wealth management.
  • Excellent interpersonal skills, effective communication abilities, and a professional demeanor are essential.
  • Willingness to work a flexible schedule, including weekends.
  • Candidates with significant experience in financial advisory roles will be considered for senior positions, such as Wealth Planning Manager or Deputy Team Head.

 

Our Client Offers:

  • A competitive remuneration package is offered along with a comprehensive benefits program.
  • A recognition program rewards qualifying employees with opportunities to travel to exciting overseas destinations.
  • Structured training and on-the-job development will be provided to equip individuals with essential skills for a successful career in financial planning and wealth management.
  • Additionally, digital capabilities support hybrid work arrangements, allowing flexibility to work from various locations, including the branch, home, or while meeting clients.
     

We regret to inform that only shortlisted candidates will be notified.

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOLKELLY Singapore Pte Ltd and its affiliates collecting, using and disclosing my personal data for the purposes set out in the Privacy Policy which is available at https://www.persolkelly.com.sg. I also acknowledge that I have read, understood, and agree to the said Privacy Policy.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E EA License No. 01C4394 • EA Registration No. R21103542 (Ling Kai Jin)
 

Employer questions

Your application will include the following questions:
  • Which of the following statements best describes your right to work in Singapore?
  • What's your expected monthly basic salary?

Company profile

Company Logo for Persolkelly
Human Resources & Recruitment51-100 employees

PERSOLKELLY is one of the largest recruitment companies in Asia Pacific providing comprehensive end-to-end workforce solutions to clients.

Headquartered in Singapore, the company was established in 2016 and is a joint venture between Kelly Services, Inc. and affiliates of PERSOL HOLDINGS Co. Ltd.

Today, PERSOLKELLY operates more than 45 offices across 13 markets including Australia, China, Hong Kong, India, Indonesia, Korea, Malaysia, New Zealand, Philippines, Singapore, Taiwan, Thailand, and Vietnam.

Our deep market understanding and industry expertise, honed over four decades of operations in Singapore, gives us an edge in driving business change and empowering your organisation to overcome future HR challenges. We combine our expertise with genuine human insights to provide strategic solutions for your HR needs. Our team will partner with you to enhance your HR practices, so you can confidently achieve more.

By submitting your curriculum vitae or personal data to us in connection with your job application, you are deemed to have read and agreed to the terms of our Privacy Policy, and consented to the collection, use and disclosure of your personal data by us and our affiliates (including P-Serv Pte Ltd, PERSOLKELLY Pte Ltd, BTI Executive Search Pte Ltd, PERSOLKELLY Consulting Pte Ltd), in accordance with our Privacy Policy. Please visit www.persolkelly.com.sg for a copy of our Privacy Policy. If you wish to withdraw your consent, please drop us an email to let us know.

Please visit www.persolsg.com for a copy of our Privacy Policy. If you wish to withdraw your consent, please drop us an email at "dataprotection@persolkelly.com" to let us know. (NOTE: any resumes or job applications sent to this data protection mailbox will NOT be attended to as it is solely for the purposes of personal data protection related feedback.)

For more information, please visit www.persolkelly.com.sg

Company information

Registration No.200007268E
EA No.01C4394

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