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...
Enjoys front line salesAre motivated by rewards & recognitionDesire fast track career progressionWith a structured training program provided, you will...
Create distinctive banking experiences for our clientsProvide expert financial advice on our clients' wealth journeyLeverage on our Bank's network to meet and achieve sales targetsJob 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.
Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of BANK's clientsDevelop and deepen relationships with clients who have been assigned to youEnsure proper advisory procedures and documentation while adhering to the Bank’s internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)Job Requirements
A recognised university degreeResults-oriented, dynamic and self-drivenCompetent in engaging and managing internal and external clientsProven ability to achieve sales targetResourceful and able to work with minimal supervisionTell employers what skills you have
Wealth Management
Referrals
Microsoft Excel
Financial Planning
Career Development
Wealth
Loans
Compliance
Cross Selling
Rendering
Cash Management
Banking
Capital
Financial Advisory
Regulatory Requirements
Customer Service