Wealth Planner recruitment
Job Summary – New business acquisition and marketing/promotion of company’s Wealth Planning solutions. Additional responsibilities include support in Trust relationship management and administration.
Principal Tasks – Marketing Promotional activities
Solicit prospect by introducing WPS services
Meet write proposal to prospective clients
Follow through with prospecting till completion
Guide train bankers/RMs of WPS benefits and its services
Forge close/improve working relationship with private bankers/RM
Other duties which might be assigned from time to time
Qualifications - Degree in Law or Accounting with Trust Fiduciary (TEP) or life insurance license
Experience - Min. 5 years in Trust / Fiduciary Life Insurance. A plus if candidate has experience with Financial Institutions
Candidate must be fluent in trust and life insurance concept and able to provide financial planning and structuring.
Fluent, both verbal and written (must) in English and Chinese. Cantonese with other languages is a plus.
Interested applicants should email their CV to jey.ng@robertwalters.com.sg, quoting Ref. No. SC00/JNQ/503050.