Wealth Financial Adviser (Banking Client - PermHire)

Banking Sector Client (About the

Opportunity) : Are you a

fresh diploma / degree graduate looking to kickstart a rewarding

career in banking and personal wealth management? Join our client -

a leading bank's Personal Financial Services team - and embark on a

journey where you'll gain the skills, exposure, and certification

required to become a trusted financial partner to individuals and

families.

What You'll

Do : As a Trainee

Personal Wealth Executive, you will undergo structured training and

mentorship to develop competencies in retail banking and wealth

advisory. Upon completion of the onboarding program, you

will :

Assist customers with their

daily banking needs and offer tailored financial

solutions

Build trusted relationships with

customers to help them plan and achieve their financial

goals

Introduce banking products such as

deposits, insurance, loans, and investment solutions

Stay updated on banking trends, regulatory requirements,

and financial products

Work towards achieving

service and sales KPIs in a customer-centric

environment

Why

Join Us :

• Comprehensive training and development roadmap

Mentorship from experienced banking

professionals

Opportunity to build a long-term

career in retail banking or wealth management

Supportive team environment and performance-based

progression

Job

Responsibilities

Responsible for marketing and promoting a wide range of

banking products and services, including Unit Trust, Insurance, and

Deposits to our existing and potential customers.

Engage in cross-selling of other banking products based

on customer needs

Manage and build long term

relationships with customers while conducting after-sales

services

Adhere to the policies, regulatory

risk and compliance

Will obtain the necessary

recognized industry qualifications such as Capital Markets and

Financial Advisory Services (CMFAS)

Certifications

Job

Requirements

Obtained a Diploma / Bachelor's degree in any

discipline

Fluent in English, Mandarin, Malay,

Tamil & Other Languages.

Passionate in

wealth management / investment sales / client engagement

Mature, pleasant, independent, self-motivated and highly

sales and service-oriented