Financial Planning Advisory

PERSOL; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

A leading financial services firm in Singapore is seeking a dedicated banking advisor to serve retail customers. The role involves providing tailored financial solutions, engaging customers through various touchpoints, and advising on banking products. Ideal candidates should possess a diploma or degree and have a strong customer-focused mindset with sales orientation. Attractive salary package with perks and a recognition program for overseas travel opportunities are offered.

Benefits

Recognition Program for overseas travel

Attractive basic salary with fixed allowance

Qualifications

• Possess a diploma/degree or equivalent experience.
• Excellent customer-focused mindset and strong interpersonal skills.
• Sales driven, target, and result-oriented.

Responsibilities

• Serve retail customers and advise them on banking products.
• Engage customers through various banking touchpoints.
• Provide financial planning advice to customers.

Skills

Sales driven

Customer focused mindset

Strong interpersonal skills

Ability to explain complex information

Education

Diploma or degree in any discipline or equivalent experience

Job description

Overview

• Permanent position with perks
• Recognition Program to travel overseas destinations
• Attractive basic with fixed monthly allowance + comm

Job Responsibilities

• Serve retail customer and advise them on various personal banking and financial products and services based on their needs.
• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs
• Provide financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals
• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business
• Professionally and deliver service standard as prescribed by the Bank service values
• Achieve a balanced scorecard set by the company
• Ability to execute ad hoc duties as assigned.

Job Requirement

• 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

Interested candidates may send resumes to [e-mail] or apply through the application system. Regret to inform that only shortlisted candidates will be notified.

PERSOL Singapore Pte Ltd • RCB No. 200007268E
EA License No. 01C4394 • EA Registration No. R21101254 (Tay Khai Ven)

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