全职 Personal Wealth Relationship - Fresh Graduates Program 工作, 薪水, Job Expert Federal Territory 公司招聘中 - Ricebowl

About the Role

We are looking for a motivated and customer-focused Personal Wealth Relationship Manager to join a bank’s Personal Wealth Banking team.

This role offers an opportunity to build a career in wealth management and financial advisory. You will provide personalised financial advice, recommend suitable investment solutions, manage client relationships, and work towards individual sales targets while maintaining high standards of customer service and regulatory compliance.

Fresh graduates and candidates without prior banking experience are welcome to apply.

Key Responsibilities

• Provide professional financial advice and recommend suitable investment and wealth management solutions based on clients’ financial goals.
• Build and maintain strong relationships with assigned clients to enhance customer satisfaction, trust, and long-term engagement.
• Identify clients’ financial needs and recommend appropriate financial planning and investment products.
• Achieve individual sales targets while maintaining high standards of customer service and advisory quality.
• Ensure sales activities, client documentation, and financial advisory processes comply with the bank’s internal policies and applicable regulatory requirements, including the Financial Advisers Act (FAA).
• Complete all required documentation and compliance procedures accurately and within the stipulated timelines.
• Collaborate with internal stakeholders to deliver effective client service and support business growth.

Job Requirements

• Possess a recognised university degree.
• Open to fresh graduates and candidates with up to 5 years of working experience.
• Candidates without prior banking experience are welcome to apply.
• Demonstrate an understanding of wealth management, financial planning, and investment products.
• Proactive, self-motivated, and results-driven, with a strong commitment to achieving sales objectives.
• Possess excellent interpersonal, communication, and relationship-building skills.
• Have a proven track record of meeting or exceeding sales targets; relevant sales experience is an advantage.
• Resourceful, independent, and able to manage responsibilities effectively with minimal supervision.
• Willingness to learn and develop expertise in financial advisory and wealth management.

Work Location: In person