Personal Finance Executive

GOOD JOB CREATIONS (SINGAPORE) PTE. LTD.; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Singapore is seeking candidates for a role focused on acquiring and managing customer relationships. Applicants should have a Diploma or Degree in Business, Finance, or related fields, and proven experience in sales within banking or customer-facing roles. The position involves achieving sales targets, recommending financial solutions, and maintaining high service standards. Strong communication and interpersonal skills are essential.

Qualifications

• Diploma/Degree in Business, Finance, or related field required.
• Proven experience in banking or customer-facing roles is essential.
• Strong communication, interpersonal, and problem-solving skills needed.

Responsibilities

• Acquire, manage, and deepen customer relationships.
• Identify client needs and recommend appropriate financial solutions.
• Achieve sales targets across banking products.

Skills

Strong communication skills

Interpersonal skills

Problem-solving skills

Sales-driven

Education

Diploma/Degree in Business, Finance, or related field

Job description

[Job ID: 401667]

Key Responsibilities

• Acquire, manage, and deepen customer relationships through regular engagement.
• Identify client needs and recommend appropriate financial solutions.
• Achieve sales targets across banking products while ensuring high service standards.
• Monitor account activities and manage risk in line with regulatory and internal guidelines.
• Collaborate with internal teams to deliver seamless customer experiences.

Requirements

• Diploma/Degree in Business, Finance, or related field.
• Strong communication, interpersonal, and problem-solving skills.
• Sales-driven with proven experience in banking or customer‑facing roles.
• Ability to build trust and maintain long‑term client relationships.

We regret that only shortlisted candidates will be notified. However, all applications will be updated to our resume bank for future opportunities.