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 :
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
Personal Banker Bank • Singapore