Personal Financial Advisor

Malayan Banking Berhad (Maybank); Singapore; On-site; SGD 42,000 - 60,000; Full time

Job summary

Malayan Banking Berhad (Maybank) in Singapore is seeking a Financial Advisor to build strong client relationships and provide unbiased wealth management guidance. You will understand client needs and offer advisory services in line with bank guidelines, while achieving sales and new business targets within the retail segment.

The role requires a degree in business or finance and excellent communication and presentation skills, with a proactive, energetic, and team-oriented mindset sought by the

Qualifications

• Degree in Business or Finance required.
• 1 year financial advisory experience preferred; entry level welcome.
• Excellent communication and presentation skills.

Responsibilities

• Achieve consistent sales performance
• Achieve new business and customer acquisition goals within the retail segment
• Provide dedicated client services to the branch’s clients
• Provide advisory in accordance with the Bank’s customer service and compliance guidelines
• Conduct sales presentations to the Bank’s prospective customers

Skills

Communication skills

Presentation skills

Teamwork

Self-motivation

Sales mindset

Education

Bachelor degree in Business or Finance

Job description

Our team of Financial Advisors are responsible for the growing business of the Bank by forging deep and long-term relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth.

Responsibilities:

• Achieve consistent sales performance
• Achieve new business and customer acquisition goals within the retail segment
• Provide dedicated client services to the branch’s clients
• Provide advisory in accordance with the Bank’s customer service and compliance guidelines
• Conduct sales presentations to the Bank’s prospective customers

Requirements:

• Bachelor Degree in a Business or Finance discipline.
• At least 1-year of financial advisory experience preferred, entry Level candidates are welcomed to apply as well.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.
• Excellent leadership track record in extra-curricular activities.

We are looking for an energetic, confident and highly motivated candidate who works great in a team, and have good communication and presentation skills.