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Wealth Planning Manager ($3-3.5k + $300 allowance, islandwide locations)

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✔ Wealth Planner for local established bank
✔ Attractive remunerations and benefits
✔ Guaranteed progression and growth opportunities

Job Opportunity

 Fixed basic salary ranging from $3000 - $3,500 based on relevant experience (excluding commission)
 Fast career advancement and progression path into management positions within 2 years
 Attractive incentives and bonuses + great benefits

Job Scope

 Perform financial needs analysis and customise financial portfolios for individuals and business clients
 Ensuring client’s financial needs are being addressed with suitable solutions
 Maintaining strong and long-term relationships with clients

Job Requirements

 Candidates who want to build a career, not just to do a job
 Candidates who possess a graduate degree
 Candidates with sales or advisory experience or possess CMFAS qualification will have added advantage
 Excellent interpersonal and relationship management
 Be ethical and trustworthy, maintaining at all times a high standard of integrity


Selected candidates can expect a basic monthly allowance of up to $3,500 excluding additional incentives, allowance and commission

1.We offer attractive salary that commensurate with work experience;
2.Great learning opportunities and career progression

*Interested candidates, please contact 98221115 for a further discussion

All applications will be treated with strictest confidentiality. We regret that only shortlisted candidates will be notified. Thank you.

RecruitFirst Pte Ltd
Yap Shi Hao Joseph (R1767577)
E.A. 13C6342
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Boat Quay / Raffles Place
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