Branch Wealth Sales Manager

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 33,000 - 48,000; Full time

Job summary

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. is seeking a driven banking professional to perform financial needs analysis, advise clients, and promote investments, bancassurance and lending products.

You will build long-term relationships, deliver tailored strategies, and support branch sales with a focus on client advisory, relationship management, and achieving targets. Local diploma or degree required; 1 year of experience in retail banking or wealth management; strong communication and

Qualifications

• Diploma or degree in any discipline.
• Minimum 1 year of experience in retail banking, wealth management, or financial services.
• Strong interest in sales, client advisory, and relationship management.
• Proven ability to work in a target-driven environment.
• Good communication and interpersonal skills.

Responsibilities

• Conduct professional financial needs analysis to understand clients’ goals and recommend banking and wealth solutions.
• Build and manage long-term client relationships through engagement and advisory support.
• Promote banking/w wealth solutions including investments, bancassurance, and lending products.
• Deliver tailored financial strategies aligned with clients’ risk profiles and objectives.
• Drive branch sales by supporting business development and client acquisition activities.
• Maintain high standards of customer service with strong sales discipline.
• Comply with internal policies, regulatory requirements, and service standards.

Skills

Sales

Client advisory

Relationship management

Communication

Education

Local Diploma or Degree

Job description

Job ID:1059795

Responsibilities

• Conduct professional and consultative financial needs analysis to understand clients’ goals and recommend appropriate banking and wealth solutions.

• Build and manage long-term client relationships through regular engagement, market updates, and ongoing advisory support.

• Actively promote a comprehensive range of banking and wealth management solutions, includinginvestments, bancassurance, and lending products.

• Deliver tailored financial strategies aligned with clients’ risk profiles and financial objectives.

• Drive branch sales performance by supporting business development initiatives, client acquisition activities, and referral generation.

• Ensure a high standard of customer service while maintaining strong sales discipline.

• Comply with all internal policies, regulatory requirements, and service standards.

Requirements

• Local Diploma or Degreein any discipline.

• Minimum1 year of experiencein retail banking, wealth management, or financial services.

• Strong interest insales, client advisory, and relationship management.

• Results-oriented, self-motivated, and comfortable working in atarget-driven environment.

• Good communication and interpersonal skills.

Additional Information

We regret that only shortlisted candidates will be notified. All applications will be retained in our resume bank for future opportunities. Your application will be processed in accordance with our company’s Privacy Policy. Please refer to:
https://goodjobcreations.com.sg/en/privacy-policy/