Editorial summary

The company is seeking Branch Banking Sales Executives to join their team in the wealth planning division of a local bank. The role involves managing client portfolios, conducting financial analysis, and providing ongoing customer service to promote brand loyalty and support wealth preservation. Paid training will be provided, with a starting salary ranging from $3,600 to $4,200 plus a $300 monthly allowance and incentives. The position offers opportunities for fast-track career progression within the banking and finance industry.

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

Job description

[This job id 23892 first appeared in Job-Q.com on 05 Aug 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

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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