Wealth Consultant at Singapore, Up to $4,400 + Commission (Bank Branch Hours)

Roles & Responsibilities

By submitting your application for this position, you consent to the collection, use, and disclosure of your personal data by SHRC and its recruitment partners, including Employment and Employability Institute Pte Ltd, for the purpose of i) employment facilitation and ii) data and statistical analysis. You may find out more information on the PDPA policies at [https://successhrc.com.sg/data-protection-notice/] and [https://www.e2i.com.sg/pdpa/].

Job Responsibilities

• Build and grow relationships with customers by understanding their financial goals and needs
• Proactively engage customers and identify opportunities to introduce suitable wealth solutions
• Recommend the Bank’s range of wealth management products and services based on customers’ needs
• Generate new business opportunities through leads, referrals and customer engagement
• Build and manage your own customer portfolio
• Follow up actively with customers and convert opportunities into business
• Achieve individual sales and performance targets
• Develop long-term relationships while maximising opportunities to grow the customer portfolio
• Stay updated on the Bank’s products, services and market developments
• Ensure all activities are conducted in accordance with the Bank’s policies and regulatory requirements
• Take initiative to improve sales performance and contribute to team success
• Perform other ad-hoc duties as assigned

Period

• Permanent

Salary

• Up to $4400 + Commission

Location

• Singapore

Working Hours

• Bank Branch Hours

Job Requirements

• Minimum Degree in any discipline
• Sales-driven, ambitious and highly motivated individuals who enjoy working towards challenging targets
• Strong communication, negotiation and relationship-building skills
• Confident personality with the ability to engage and influence customers
• Results-oriented and comfortable working in a target-driven environment
• Proactive and persistent, with a strong sense of ownership and initiative
• Able to identify opportunities, take action and follow through to achieve results
• Prior experience in sales, business development, banking, insurance, financial services, recruitment, real estate or customer-facing roles is an advantage
• Candidates without banking or wealth management experience but with a strong sales track record are welcome to apply
• Strong interest in financial products, investments and wealth management
• Willing to learn and obtain relevant financial certifications where required
• Professional, resilient and able to handle rejection and challenging conversations

Interested applicants, kindly email your detailed resume (MS Word format is preferred):

cass@successhrc.com.sg (Registration No. R2197670)

Please ensure that applications sent through email are no bigger than 1Mb.

We thank all applicants for your interest but regret to inform that only shortlisted candidates would be notified.

Success Resource Centre Pte Ltd (EA License Number: 04C3201)

160 Robinson Road, #13-07/08/09 SBF Center, Singapore 068914

Tell employers what skills you have

Wealth Management
Communication
Sales
Long-term Customer Relationships
Personal Finance Advisory
Wealth Management Services
Private Wealth Management
Financial Planning
Achieving Sales Targets
Personal Financial Planning
Results Oriented
Investment Management
Customer Acquisition
Financial Goals
Banking
Real Estate
Business Development
Generate Sales Leads
Insurance
Financial Services