Editorial summary

The company is seeking Branch Banking Sales Executives to join their wealth planning team at a local bank. The role involves managing client portfolios, conducting financial analyses, and providing excellent customer service to promote brand loyalty. Paid training will be provided, with a basic salary ranging from $3,600 to $4,200 plus a $300 monthly allowance and incentives. Opportunities for fast-track progression in the banking and finance industry are available.

This summary is AI-generated and may contain inaccuracies. Please refer to the full job description below.

Job description

[This job id 16381 first appeared in Job-Q.com on 24 Jun 2026]

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 steven@starrecruitment.com.sg

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

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