Personal Financial Executive / Advisor

Placement Professionals; Singapore; On-site; SGD 50,000 - 80,000; Full time

Job summary

Placement Professionals is seeking an energetic Financial Advisor to drive growth at our partner bank in Singapore. You will build strong client relationships, understand needs, and provide unbiased advice to manage and grow wealth.

You will deliver presentations, meet acquisition targets, offer dedicated client services, and ensure compliance with guidelines while working effectively in a team. Strong communication and presentation skills are essential, as is leadership demonstrated in

Qualifications

• 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.

Responsibilities

• Deliver consistent sales results.
• Meet new business and customer acquisition targets 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

Leadership

Teamwork

Education

Bachelor's degree in Business or Finance

Job description

Our team of Financial Advisors are responsible for driving the Bank’s business growth by developing strong and lasting relationships with our Clients. They are responsible for understanding our Client’s needs and provide unbiased advice in managing and growing their wealth.

Responsibilities

• Deliver consistent sales results
• Meet new business and customer acquisition targets 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.