Financial Planning Advisor – Banking & Wealth

PERSOL SINGAPORE PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading recruitment firm in Singapore is seeking a retail banking advisor to serve customers and provide tailored financial solutions. The ideal candidate will possess a diploma or degree, be sales-driven, and have strong interpersonal skills. Responsibilities include engaging with customers, delivering financial planning advice, and adhering to banking regulations. This permanent position offers a flexible schedule and structured training in a dynamic banking environment.

Benefits

Permanent position with perks

Structured training provided

Flexible work schedule

Qualifications

• Possess a diploma/degree in any discipline or equivalent experience.
• Sales driven, target, and result oriented.
• Has strong interest for banking and wealth management.
• Excellent customer focused mindset and strong interpersonal skills.
• Ability to explain complex information clearly and simply.

Responsibilities

• Serve retail customers and advise them on various personal banking and financial products.
• Engage customers through branch banking touch points and outreach programs.
• Provide financial planning advice and identify suitable financial solutions.
• Adhere to banking regulations and company service values.
• Achieve a balanced scorecard set by the company.
• Execute ad hoc duties as assigned.

Skills

Sales driven

Customer focused mindset

Interpersonal skills

Education

Diploma or degree in any discipline

Job description

A leading recruitment firm in Singapore is seeking a retail banking advisor to serve customers and provide tailored financial solutions. The ideal candidate will possess a diploma or degree, be sales-driven, and have strong interpersonal skills. Responsibilities include engaging with customers, delivering financial planning advice, and adhering to banking regulations. This permanent position offers a flexible schedule and structured training in a dynamic banking environment.