Banking Wealth Relationship Manager

D L RESOURCES PTE LTD; Singapore; On-site; SGD 40,000 - 66,000; Full time

Job summary

D L RESOURCES PTE LTD is recruiting for a Personal Wealth Executive to join a major local bank in Singapore. The role targets diploma or degree graduates to offer wealth advisory services and front-line sales to mass-market clients, with a strong emphasis on achieving sales targets.

You will participate in a structured training program, develop tailored financial plans, and leverage the bank's network to meet client goals and compliance requirements.

Qualifications

• Open to diploma or degree graduates without relevant wealth management experience.
• Enjoys front line sales and is motivated by rewards and recognition.
• Results-oriented, dynamic and self-driven.

Responsibilities

• Provide prudent financial advisory and investment solutions to meet clients' needs.
• Develop and deepen relationships with assigned clients.
• Ensure advisory procedures and documentation comply with internal policies and regulatory requirements.

Skills

Front line sales

Results oriented

Self-driven

Client relationship management

Education

Bachelor's degree or equivalent

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