Banking Personal Wealth Manager (Financial Advisory) - D L RESOURCES PTE LTD

Roles & Responsibilities

• Perm Hire Directly With Local Bank in Singapore
• Open to Diploma / Degree Graduates without relevant work experience / certifications in wealth management
• About the Department : The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services.
• Personal Financial Services : We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations.

We are looking for driven individuals who...

With a structured training program provided, you will...

Job Responsibilities

As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to BANK'S mass-market customers. You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.

Job Requirements

Tell employers what skills you have

Wealth Management

Asset Management

Microsoft Excel

Financial Planning

Interpersonal Skills

Investments

Wealth

Loans

Private Banking

Retail Banking

Compliance

Rendering

Banking

Financial Advisory

Regulatory Requirements

Financial Services