Local Bank - Client Relationship Specialist

JUST HIRE PTE. LTD.; Singapore; In loco; SGD 60.000 - 120.000; Tempo pieno

Vantaggi offerti da questo lavoro

Base salary + commission

Ready-made client network

Medical benefits

Paid leave

Career progression

Descrizione del lavoro

Local Bank in Singapore is seeking a Wealth Manager to serve an existing client base, offering holistic investment and protection advice through a ready-made network. Focus on deepening client relationships rather than chasing new leads, with a clear path from Officer to Senior Wealth Manager.

The role emphasizes ethical wealth planning, strong communication, and delivering personalized financial strategies within a prestigious banking environment.

Competenze

• Diploma qualification or higher, supporting the ability to deliver professional financial advisory services.
• Proven track record in closing sales within insurance or financial advisory sectors.
• Strong communication skills demonstrated by simplifying complex financial concepts for clients.
• Passion for ethical wealth accumulation and client-centric financial planning.

Mansioni

• Provide holistic advice on investment and protection planning to an existing portfolio of bank customers to enhance their financial wellbeing.
• Analyze clients’ financial needs and execute tailored sales strategies that add measurable value to their financial life.
• Establish and maintain trust by becoming the primary financial advisor for your branch’s customers, fostering long-term relationships.

Conoscenze

Relationship-building

Financial advisory

Sales skills

Banking products

Formazione

Diploma or higher

Descrizione del lavoro

Local Bank - Basic Pay + Commission + Benefits!

• Location: Singapore
• Employment Type: Full-Time
• Industry: Banking & Wealth Management

• The Role: Wealth Management. Your ambition, our platform. Join a leading bank where warm leads and unlimited earning potential await. Focus on managing wealth rather than hunting for clients.

Responsibilities

• Provide holistic advice on investment and protection planning to an existing portfolio of bank customers to enhance their financial wellbeing.
• Analyze clients’ financial needs and execute tailored sales strategies that add measurable value to their financial life.
• Establish and maintain trust by becoming the primary financial advisor for your branch’s customers, fostering long-term relationships.

Required competencies and certifications

• Diploma qualification or higher, supporting the ability to deliver professional financial advisory services.

Preferred competencies and qualifications

• Proven track record in closing sales within insurance or financial advisory sectors.
• Strong communication skills demonstrated by simplifying complex financial concepts for clients.
• Passion for ethical wealth accumulation and client-centric financial planning.

The Perks

• Stable monthly base salary combined with an attractive commission scheme rewarding performance.
• Access to a ready-made network of established bank customers, eliminating the need for cold calls or roadshows.
• Comprehensive corporate benefits including full medical coverage, paid leave, and employee perks.
• Clear career progression from Officer to Senior Wealth Manager within a prestigious financial institution.

Other Information

R24126412 l Deleon Ong

• EA: 23C1840