全职 Banking Sales - Wealth Advisor (Banking Sector Client - Personal Banking) 工作, 薪水 up to SGD 4,500, D L Resources Pte Ltd 公司招聘中 - Ricebowl

What we are looking for (ABOUT OUR CLIENT - Banking Sector):

• Interested candidates may apply directly or reach out to our recruiters (Edwin Teo; EA Personnel No. R24123520; Whatsapp +************* 0192)
• Perm Hire Directly With Local Bank in Singapore
• Open to Diploma / Fresh 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 sales

Are motivated by rewards & recognition

Desire fast track career progression

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

Create distinctive banking experiences for our clients

Provide expert financial advice on our clients' wealth journey

Leverage on our Bank's network to meet and achieve sales targets

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 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 clients

Develop and deepen relationships with clients who have been assigned to you

Ensure 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 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

About Us

: Build Your Career in Banking, Technology & Corporate Job Opportunities — Contract & Permanent Roles Available

D L Resources

provides technology managed services and outsourced staffing workforce solutions for financial services institutions, banks, multi-national corporations MNCs and technology firms. We also offer recruitment, head-hunting, direct placement, and temporary contract jobs across a wide range of roles—covering both technology and business functions.



EA License No: 24C2333

LinkedIn: *************