Editorial summary

The company is seeking a Relationship Manager for a multinational bank, focusing on wealth planning and customer relationship management. The role involves promoting banking products, building client relationships, and achieving sales targets, with a focus on delivering excellent client service. The position offers a basic salary of up to $4,200, a $300 monthly allowance, and commissions, with paid training provided. Candidates should possess strong follow-up skills and the ability to meet performance and business goals.

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

Job description

[This job id 32277 first appeared in Job-Q.com on 15 Sep 2026]

Wealth Planning Manager

Basic up to $4200 Plus monthly $300 allowance and Commission

Banking working environment

Fantastic Career Progression

Description

• Highly motivated individuals to promote and acquire new and existing customers by selling the value propositions of banking facilities to various consumer segment
• Engage & build good relationships with customers, generate sales referrals & deliver good client experience
• Good follow-up skills and ensuring customers' applications and documentation are completed for processing timely
• Requires to meet performance standards, business goals, and sales targets
• Able to present effectively and communicate comfortably to customers face-to-face or through telemarketing activities

Qualifications

• Minimum Diploma qualifications
• The candidate must be confident, meticulous, possess good interpersonal and follow-up skills
• Candidate needs to have good communication & customer service skills
• Sales-oriented and self-motivated candidate to excel in sales targets and goals
• A team player with the ability to multi-task & thrive in a banking sales environment
• Computer literate, proficient with use of MS Office & Outlook
• Candidates without sales experience may apply

For faster response, please email your updated resume in MS Words format with the following details to

1) Last Drawn Salary
2) Expected Salary
3) Reason(s) for Leaving
4) Availability Period

Steven Chan
Registration No: R1105423
EA License No: 08C5257

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