Financial Planning Banker ( Structured Training Provided + Incentive Trip)

PERSOL; Singapore; On-site; SGD 47,000 - 69,000; Full time

Benefits offered by this job

Permanent position

Overseas travel recognition program

Fixed monthly allowance + commission

Job summary

PERSOL Singapore Pte Ltd is seeking a dedicated Personal Banking/Wealth Advisor to engage retail customers and tailor financial solutions in a branch setting. You will provide advisory services, conduct tele-appointments, and participate in outreach activities to meet client goals.

The role emphasizes sales targets, regulatory knowledge, and delivering high standards of customer service while supporting a recognition program that rewards top performers and includes a fixed monthly allowance plus

Qualifications

• Diploma/degree in any discipline required or equivalent experience.
• Sales driven, target and results oriented.
• Strong interest in banking and wealth management.
• Excellent customer-focused mindset and strong interpersonal skills.
• Ability to explain complex information clearly and simply.

Responsibilities

• Advise customers on personal banking and financial products and services based on their needs.
• Engage customers through branch touchpoints, tele-appointments, and outreach programs.
• Provide financial planning advice and identify suitable solutions to meet goals.
• Understand banking regulations and adhere to guidelines when conducting business.
• Deliver service standards as prescribed by Bank service values.

Skills

Sales driven

Interpersonal skills

Customer-focused

Education

Diploma/Degree in any discipline

Job description

Overview:

• Permanent position with perks
• Recognition Program to travel oversea 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

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

By sending us your personal data and curriculum vitae (CV), you are deemed to consent to PERSOL Singapore Pte Ltd ("PERSOL") and its local and overseas subsidiaries and affiliates to collect, use and disclose your personal data to prospective employers/companies based in any country for purposes of evaluating suitability for employment, conducting reference checks, administering employment related services, complying with Government’s health advisories and such other purposes stated in our Privacy Policy.

We may use artificial intelligence ("AI") and machine learning technologies to support our recruitment and placement services, including screening resumes, assessing qualifications and experience, and identifying skills and job matches. Where permitted by applicable law, we may also use such personal data to develop, train, test, improve and/or fine-tune AI and machine learning technologies that support our recruitment and business operations.

For more information on how we collect, use, disclose and protect your personal data, please refer to our Privacy Policy: https://www.persolsingapore.com/policies. If you wish to withdraw your consent, including consent relating to the use of your personal data for AI-enabled recruitment activities and AI development activities, please email us at @persolapac.com.