Personal Wealth Banker / Relationship Manager (Leading Financial Group)

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

Job summary

A financial services firm in Singapore seeks professionals for wealth advisory roles involving client financial planning and portfolio management. Responsibilities include marketing financial products and collaborating with branch colleagues to identify opportunities. Candidates should possess a local diploma or degree, with strong communication skills and a positive attitude. Experience in retail banking or sales may be beneficial, but career switchers are welcome. A competitive salary with incentives and comprehensive training will be provided.

Benefits

Competitive Basic Salary + High Incentive/Commission

Comprehensive training and mentorship

Full corporate benefits and medical coverage

Qualifications

• Experience in retail banking or sales is an advantage, but we welcome career switchers.

Responsibilities

• Assist clients with holistic financial planning.
• Manage and grow a portfolio of assigned clients.
• Market a comprehensive suite of financial products.
• Work closely with branch colleagues to identify potential opportunities.

Skills

Excellent communication skills

Sales DNA

Can-do attitude

Education

Local Diploma or Degree in any field

Job description

Key Responsibilities

• Wealth Advisory: Assist clients with holistic financial planning, including wealth accumulation, retirement planning, and protection.
• Portfolio Management: Manage and grow a portfolio of assigned clients through regular reviews and proactive engagement.
• Product Specialist: Market a comprehensive suite of financial products (Bancassurance, Unit Trusts, and Structured Products).
• Branch Engagement: Work closely with branch colleagues to identify potential opportunities from walk-in traffic.

Requirements

• Minimum Education: Local Diploma or Degree in any field
• Skills: Excellent communication skills and a "can-do" attitude.
• Experience: Experience in retail banking or sales is an advantage, but we welcome career switchers with strong sales DNA.

Remuneration & Benefits

• Competitive Basic Salary + High Incentive/Commission.
• Comprehensive "best-in-class" training and mentorship.
• Full corporate benefits and medical coverage.

Note: Specific institution details and salary packages will be shared during the confidential pre-screening interview.

Regret only shortlisted candidates will be notified.