- Singapore
Kerja Sepenuh Masa Banking Personal Wealth Manager (Financial Advisory), Gaji tinggi SGD 6,000 di Placement Professionals - Maukerja
Kongsi
Simpan
Lokasi Kerja
Penerangan Kerja
Tanggungjawab
To apply or find out more, please contact
Leong Jia Wei
(Reg No: R25157456)
*************
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
*************
As a Personal Wealth Executive within the Personal Banking business, you will provide financial advisory services to mass-market customers. You will be responsible for achieving individual sales targets while ensuring all sales activities and compliance requirements are completed accurately and efficiently.
About the Department:
The Retail division supports both Personal and Business Banking customers by delivering financial solutions that are customised to their individual needs. We help customers manage their finances effectively and work towards their financial objectives through a broad range of products and services. These offerings include deposits, insurance, secured and unsecured lending, investment solutions, and wealth advisory services.
Personal Financial Services:
We create and deliver products and services that provide customers with greater banking convenience while helping them maximise the value of their finances. Our focus includes encouraging responsible saving and investment habits across different life stages.
Provide suitable financial advice and investment solutions that address customers’ financial planning goals and requirements.
Build and strengthen relationships with assigned clients through consistent engagement and quality service.
Follow proper advisory processes and maintain accurate documentation while complying with internal policies, business procedures, and regulatory requirements.
We are looking for driven individuals who...
Enjoy engaging in customer-facing sales activities
Are motivated by performance rewards and recognition
Seek opportunities for accelerated career growth and progression
With a structured training programme provided, you will...
Deliver meaningful banking experiences and build strong customer relationships
Provide professional financial guidance to support customers throughout their wealth journey
Utilise the Bank’s resources and network to develop opportunities and achieve sales objectives
Job Requirements
A recognised university degree
Results-oriented, dynamic and self-driven
Competent in engaging and managing internal and external clients
Proven ability to achieve sales target
Resourceful and able to work with minimal supervision
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Leong Jia Wei
(Reg No: R25157456)
*************
I also carry various other Financial Advisor (FA) roles of different experience/seniority levels; please browse our Company Page to find out more.
*************
As a Personal Wealth Executive within the Personal Banking business, you will provide financial advisory services to mass-market customers. You will be responsible for achieving individual sales targets while ensuring all sales activities and compliance requirements are completed accurately and efficiently.
About the Department:
The Retail division supports both Personal and Business Banking customers by delivering financial solutions that are customised to their individual needs. We help customers manage their finances effectively and work towards their financial objectives through a broad range of products and services. These offerings include deposits, insurance, secured and unsecured lending, investment solutions, and wealth advisory services.
Personal Financial Services:
We create and deliver products and services that provide customers with greater banking convenience while helping them maximise the value of their finances. Our focus includes encouraging responsible saving and investment habits across different life stages.
Provide suitable financial advice and investment solutions that address customers’ financial planning goals and requirements.
Build and strengthen relationships with assigned clients through consistent engagement and quality service.
Follow proper advisory processes and maintain accurate documentation while complying with internal policies, business procedures, and regulatory requirements.
We are looking for driven individuals who...
Enjoy engaging in customer-facing sales activities
Are motivated by performance rewards and recognition
Seek opportunities for accelerated career growth and progression
With a structured training programme provided, you will...
Deliver meaningful banking experiences and build strong customer relationships
Provide professional financial guidance to support customers throughout their wealth journey
Utilise the Bank’s resources and network to develop opportunities and achieve sales objectives
Job Requirements
A recognised university degree
Results-oriented, dynamic and self-driven
Competent in engaging and managing internal and external clients
Proven ability to achieve sales target
Resourceful and able to work with minimal supervision
By applying, you consent that the contents of your CV and answers in the form will be processed for the purpose of job matching.
Established in 2014, we have a proven track record in delivering successful outcomes, for candidates and for companies. By adopting a disciplined and rigorous approach to search assignments, we ensure best match, always.
Recognizing that having the right individual for the job is key for a company's success, our promise is to always conduct in-depth due diligence into the position requirements and to screen candidates thoroughly to assure suitability prior to presenting them for consideration.
Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.
Have a role to fill now?
Send us your job description
and we will follow up with you shortly.
Looking for a job?
Send us you resume
and we will follow up with you shortly.
Peringatan Penting
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