Banking Wealth Relationship Manager

Placement Professionals, LLC; Singapore; Presencial; SGD 40 000 - 70 000; Tempo integral

Resumo da oferta

Placement Professionals, LLC seeks a Personal Wealth Executive for the Personal Banking team in Singapore. You will provide financial advisory and investment guidance to mass-market clients, aiming to meet sales goals while ensuring accurate and compliant transaction workflows.

You will build strong client relationships, deliver tailored financial guidance, and work within internal guidelines and regulatory frameworks to support wealth goals.

Qualificações

• University degree (or Diploma) accepted; wealth management experience not required.
• Results-oriented, dynamic and self-driven.
• Strong communication with internal and external stakeholders.

Responsabilidades

• Offer sound financial consultation and investment options to address client objectives.
• Cultivate and strengthen relationships with clients.
• Maintain advisory protocols and paperwork respecting guidelines and regulations.

Conhecimentos

Sales orientation

Stakeholder management

Self-motivated

Communication

Results-oriented

Formação académica

University degree or diploma

Descrição da oferta de emprego

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.