Branch Wealth Advisor | Client-Focused Financial Solutions

Placement Professionals, LLC; Singapore; On-site; SGD 28,000 - 47,000; Full time

Benefits offered by this job

Allowance

Performance incentives

Job summary

Placement Professionals, LLC is hiring at a Singapore bank branch for a customer-facing role. You will engage with walk-in customers, provide financial guidance, and help identify suitable solutions aligned to clients’ goals.

The position offers a 5.5-day work week, a basic salary with allowances and performance incentives. Training is provided, and teamwork with the sales team is essential to achieve targets.

Qualifications

• Minimum local Diploma or Degree in related discipline.
• An interest in sales, able to attend to walk-in customers and do cold calling.
• No experience is required - Comprehensive training will be provided.
• Work as a team
• Good interpersonal skills.

Responsibilities

• Engage with customers and provide suitable financial guidance based on their needs.
• Understand customers’ requirements and recommend personalised financial solutions that best support their goals.
• Assist customers in making informed financial decisions by providing reliable support and advice.
• Keep updated on market developments, financial trends, and industry changes.
• Conduct outreach activities, including cold calling and meeting customers to generate business opportunities.
• Work closely with the sales team and collaborate effectively to achieve shared goals.

Skills

Interpersonal skills

Communication

Cold calling

Sales interest

Education

Diploma or Degree in related discipline

Job description

Placement Professionals, LLC is hiring at a Singapore bank branch for a customer-facing role. You will engage with walk-in customers, provide financial guidance, and help identify suitable solutions aligned to clients’ goals.

The position offers a 5.5-day work week, a basic salary with allowances and performance incentives. Training is provided, and teamwork with the sales team is essential to achieve targets.