Sales Advisor - Banking Industry

JUST RECRUIT SINGAPORE PTE. LTD.; Singapore; On-site; SGD 40,000 - 58,000; Full time

Job summary

JUST RECRUIT SINGAPORE PTE. LTD. is seeking a banking professional to build and manage customer relationships by delivering tailored financial advice and solutions, driving portfolio growth, and ensuring regulatory compliance to achieve sales targets and enhance customer satisfaction.

Minimum local diploma or degree is required; no prior experience is needed as comprehensive training will be provided. The compensation includes a monthly base salary of 3,600–5,200 SGD, a fixed monthly allowance,

Qualifications

• Local diploma or degree in any field.
• No prior experience required; comprehensive training will be provided.

Responsibilities

• Build and maintain strong customer relationships by assessing financial needs, goals, and priorities.
• Provide professional advice on banking, investment, insurance, and wealth management products to meet customer objectives.
• Identify and pursue opportunities to expand the customer portfolio through referrals, prospecting, and relationship management.
• Develop customized financial solutions that support customers’ short-term and long-term financial goals.
• Achieve individual sales targets and contribute to team business objectives through effective sales strategies.
• Conduct regular portfolio reviews and recommend adjustments based on customers’ evolving financial needs.
• Ensure all recommendations and transactions comply with the bank’s policies, regulatory requirements, and compliance standards.
• Deliver excellent customer service to maintain long-term customer satisfaction and trust.

Skills

Customer relationship management

Communication skills

Education

Diploma or degree (any field)

Job description

Salary Range: $3600 - $5200 + Fixed monthly allowance + uncapped commissions to be earned.

Company Overview

A leading bank in Singapore with a strong presence across Asia, providing a comprehensive range of banking services to individual and corporate customers.

Job Summary

You will build and manage customer relationships by delivering tailored financial advice and solutions, driving portfolio growth, and ensuring compliance with regulatory standards to achieve sales targets and enhance customer satisfaction.

Responsibilities

• Build and maintain strong customer relationships by assessing their financial needs, goals, and priorities
• Provide professional advice on banking, investment, insurance, and wealth management products to meet customer objectives
• Identify and pursue opportunities to expand the customer portfolio through referrals, prospecting, and relationship management
• Develop customized financial solutions that support customers’ short-term and long-term financial goals
• Achieve individual sales targets and contribute to team business objectives through effective sales strategies
• Conduct regular portfolio reviews and recommend adjustments based on customers’ evolving financial needs
• Ensure all recommendations and transactions comply with the bank’s policies, regulatory requirements, and compliance standards
• Deliver excellent customer service to maintain long-term customer satisfaction and trust

Preferred competencies and qualifications

• Minimum local diploma or degree in any field
• No prior experience required; comprehensive training will be provided