Banking Personal Wealth Advisor (Financial Advisory)

D L RESOURCES PTE LTD; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading local bank in Singapore is seeking a motivated Personal Wealth Executive to provide financial advisory services to its mass-market customers. In this role, you will achieve individual sales targets while ensuring compliance with internal policies. Ideal candidates will hold a recognised university degree and possess a results-oriented, dynamic approach to client engagement. The position offers opportunities for career progression within a structured training program.

Qualifications

• 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.

Responsibilities

• Render financial advisory to mass-market customers.
• Achieve individual sales target with compliance.
• Provide prudent financial advisory and investment solutions.
• Develop and deepen relationships with assigned clients.
• Ensure proper advisory procedures and documentation.

Skills

Results-oriented

Dynamic and self-driven

Client engagement

Sales target achievement

Education

Recognised university degree

Job description

- Perm Hire Directly With Local Bank in Singapore

- Open to Diploma / 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