Personal Financial Executive

Maybank; Singapore; On-site; SGD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking passionate Financial Advisors to join their dynamic team. In this role, you will forge deep relationships with clients, providing tailored advice to help them manage and grow their wealth. You will be responsible for achieving sales performance and customer acquisition goals while delivering exceptional client service. This is an exciting opportunity for individuals eager to make a difference in the financial sector, where your skills in communication and sales will be pivotal to your success. Join a vibrant team and take the first step towards a rewarding career in financial advisory.

Qualifications

• 1+ year of financial advisory experience preferred, entry level candidates are welcomed.
• Confident, self-motivated, and driven individuals are encouraged to apply.

Responsibilities

• Achieve consistent sales performance and customer acquisition goals.
• Provide dedicated client services and advisory in compliance with guidelines.

Skills

Interpersonal

Communication

Sales

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 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

Job Skills:

• Interpersonal
• Communication
• Sales

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.