Bank Sales Executive - Monthly Base Salary + Commissions

D L Resources Pte Ltd

Singapore

On-site

SGD 45,000 - 78,000

Full time

13 days ago
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Benefits offered by this job

Medical benefits
Annual leave
Structured onboarding and training
Career progression

Job summary

D L Resources Pte Ltd is seeking a Wealth Banker / Relationship Manager in Singapore. This role focuses on engaging bank customers and delivering tailored wealth management and financial planning solutions.

The candidate should have experience in sales, insurance, banking, financial services or advisory roles, with capacity to train and advance within a reputable banking institution. You will receive a fixed monthly salary, performance incentives, and clear career progression opportunities

Qualifications

  • Experience in sales, insurance, banking, financial services or advisory roles.
  • Strong communication and interpersonal skills are essential.
  • Customer-focused with passion for helping clients achieve financial goals.

Responsibilities

  • Engage and manage relationships with existing bank customers.
  • Understand customers' financial goals and recommend wealth/investment solutions.
  • Provide professional financial planning and advisory services.
  • Build long-term client relationships through regular engagement and portfolio reviews.
  • Collaborate with branch teams to achieve business and sales objectives.
  • Deliver a high standard of customer experience representing a reputable financial institution.

Skills

Sales experience
Insurance exposure
Banking industry knowledge
Customer service
Advisory mindset

Education

Polytechnic Diploma

Job description

Job Description & Requirements

Wealth Banker / Relationship Manager - Fixed Salary + Attractive Incentives

Location:Singapore

Employment Type:Full-Time, Permanent

Client//Industry:Banking & Financial Services // Bank Sector Client in Singapore

About the Role

Join a leading financial institution as aWealth Banker / Relationship Manager, where you will engage with bank customers and provide tailored wealth management and financial planning solutions. This opportunity is ideal for candidates with experience insales, insurance, banking, financial services, customer service, or advisory roles,who are looking to build a rewarding career in wealth banking. You will receive comprehensive training, a fixed monthly salary, performance incentives, and clear career progression within the banking sector.

Key Responsibilities
  • • Engage and manage relationships with existing bank customers
  • • Understand customers' financial goals and recommend suitable wealth and investment solutions
  • • Provide professional financial planning and advisory services
  • • Build long-term client relationships through regular engagement and portfolio reviews
  • • Collaborate with branch teams to achieve business and sales objectives
  • • Deliver a high standard of customer experience while representing a reputable financial institution
What We Offer
  • • Fixed monthly salary with attractive performance-based incentives
  • • Permanent employment with comprehensive staff benefits
  • • Medical and leave benefits provided
  • • Structured onboarding, training, and professional development programs
  • • Clear career progression opportunities within the banking industry
  • • Supportive, professional, and growth-oriented work environment
Requirements
  • • Experience in sales, insurance, banking, financial services, customer service, or relationship management is preferred
  • • Qualification: at least Polytechnic Diploma
  • • Strong communication and interpersonal skills
  • • Customer-focused with a passion for helping clients achieve their financial goals
  • • Self-motivated, results-oriented, and comfortable working towards targets
  • • Keen interest in wealth management, investment products, and financial planning
Why Join Us?

This is an excellent opportunity to establish or advance your career in wealth banking with a reputable financial institution. Enjoy the stability of a fixed monthly salary, attractive incentives, comprehensive training, and a structured career pathway while helping clients grow and protect their wealth. Candidates from insurance, personal banking, telesales, financial advisory, retail sales, customer service, and relationship management backgrounds are strongly encouraged to apply.

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