Personal Banker (Wealth Planning Management)

PEOPLE PROFILERS PTE. LTD.; Singapore; On-site; SGD 56,000 - 112,000; Full time

Benefits offered by this job

Sponsorship for CMFAS

Full salary during training

Uncapped incentives

Clear career progression

Open to experienced sales pros

Job summary

PEOPLE PROFILERS PTE. LTD. in Singapore invites you to join as a Personal Banker (Wealth Management). Be part of an award-winning team delivering personalised financial solutions to customers, with full salary during the training period and uncapped earning potential even at entry level.

We offer a basic salary plus monthly fixed allowance and uncapped incentives, with first-year expected income of SGD 5,000–10,000++; training salary provided; CMFAS sponsorship and clear career progression await.

Qualifications

• Singaporean only
• Minimum local Diploma or Degree (as per MAS requirements)
• Comfortable speaking with clients and building relationships
• Proactive and self-driven mindset
• Comfortable with cold calling

Responsibilities

• Deliver comprehensive Wealth Management solutions to Retail/Personal Banking clients by actively promoting and selling Bancassurance products and Investment Funds
• Engage branch walk-in clients through face-to-face consultations
• Arrange face-to-face or virtual meetings via tele-prospecting using the bank’s client database
• Conduct client profiling to assess financial needs and goals

Skills

Client communication

Sales mindset

Cold calling

Education

Diploma or Degree

Job description

Start Your Career with One of Singapore’s Top Banks

Join as a Personal Banker (Wealth Management) and be part of an award-winning team delivering personalised financial solutions to customers. Enjoy full salary during the training period and uncapped earning potential, even at entry level.

What we can offer

• Basic salary + Monthly fixed allowance + Uncapped Incentives
• First-year expected income: $5,000 – $10,000++
• Full salary provided during training period
• Open to experienced sales professionals from any industry as well
• Guidance and sponsorship for CMFAS certifications
• Clear career progression pathway

Core Responsibilities

Primary Objective:
Deliver comprehensive Wealth Management solutions to Retail/Personal Banking clients by actively promoting and selling Bancassurance products and Investment Funds

Client Engagement

• Engage branch walk-in clients through face-to-face consultations
• Arrange face-to-face or virtual meetings via tele-prospecting using the bank’s client database
• Conduct client profiling to assess financial needs and goals

Requirements

• Singaporean only
• Minimum local Diploma or Degree (as per MAS requirements)
• Comfortable speaking with clients and building relationships
• Proactive and self-driven mindset
• Comfortable with cold calling

All Successful candidates can expect a very competitive remuneration package and a comprehensive range of benefits.