Personal Financial Advisor

Maybank Singapore; Singapore; On-site; SGD 40,000 - 70,000; Full time

Job summary

Maybank Singapore is recruiting Financial Advisors to build and grow client relationships in the retail segment. You will identify client needs, provide unbiased financial advice, and drive new business while adhering to service and compliance guidelines.

The role involves delivering advisory services, conducting presentations, and maintaining excellent client relationships to grow the bank’s wealth management clientele.

Qualifications

• Diploma holder from Local Polytechnics or Bachelor Degree in Business or Finance.
• At least 1-year of financial advisory experience preferred; entry level candidates are welcome to apply as well.
• Confident and highly energetic.
• Good communication and presentation skills.

Responsibilities

• 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

Interpersonal

Communication

Education

Diploma from Local Polytechnics

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.

Job Responsibilities:

• 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

Job Skills:

• Interpersonal
• Communication

Job Requirements:

• Diploma holder from Local Polytechnics OR
• 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.

Please note only shortlisted candidates will be notified.