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Placement Professionals Hiring! Full Time Banking Wealth Relationship Manager in , Earn up to SGD 6,000 - Ricebowl

Banking Wealth Relationship Manager

Placement Professionals

Singapore

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Working Location

  • Singapore

Job Description

Responsibilities

To apply or find out more, please contact

Leong Jia Wei

(Reg No: R25157456)

*************

I specialize in Financial Advisory (FA) and Insurance Roles; please browse [More jobs from this company] for more roles.

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 engineer and deliver financial products and services that enable our consumers to experience enhanced banking convenience while maximizing the value of their funds. In addition, we place a strong emphasis on fostering and nurturing healthy saving and investment habits across all generations.

We are looking for driven individuals who...Thrive in client-facing sales roles

Are driven by financial incentives and career milestones

Desire fast track career progression

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

Deliver exceptional and memorable banking encounters for our customers

Offer professional financial guidance to support our clients' wealth goals

Utilize the banking network to reach and surpass established sales goals

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 will need to reach your personal sales goals while guaranteeing the precise and prompt completion of the entire transaction and compliance workflow.

Offer sound financial consultation and investment options to address the financial planning objectives and criteria of the bank's client base

Cultivate and strengthen relationships with the portfolio of clients allocated to you

Maintain correct advisory protocols and paperwork while strictly following the financial institution’s internal guidelines, workflows, and regulatory frameworks (such as the FAA and alternative relevant statutory Acts)

Perm Hire Directly With Local Bank in Singapore

Job Requirements

A recognised university degree, but also open to Diploma / Degree Graduates without relevant work experience/certifications in wealth management

Results-oriented, dynamic and self-driven

Skilled at communicating with and managing internal and external stakeholders

Demonstrated track record of meeting sales goals

Proactive and capable of operating with little supervision

By applying, you consent that the contents of your CV and job-seeking preferences 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.

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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.

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Our search scope covers Permanent, Temporary or Contract Staff. In addition, we also offer Payroll Outsourcing Service and Headcount Hosting Service.

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