Wealth Advisor (Banking)

People Profilers Pte Ltd; Singapore; On-site; SGD 45,000 - 71,000; Full time

Job summary

People Profilers Pte Ltd is seeking a sales and advisory professional for a banking-focused role in Singapore. The candidate will drive retail sales, acquire new customers, and deliver client services in a compliant environment.

Ideal applicants have a local diploma or degree, strong communication and presentation skills, and a proactive, energetic attitude to meet branch goals.

Qualifications

• Local Diploma or Bachelor Degree in any discipline.
• Good communication and presentation skills.
• Confident and highly energetic.
• Self-motivated and driven.

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.

Skills

Communication skills

Presentation skills

Self-motivation

Energetic

Education

Formal education in any discipline

Job description

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

Requirements

• Local Diploma or Bachelor Degree in any discipline.
• At least 1-year of financial advisory experience preferred, entry level candidates are welcomed to apply.
• Confident and highly energetic.
• Self-motivated and driven.
• Good communication and presentation skills.

We regret to inform you that only shortlisted applicants will be notified

EA Personnel: Linda Lim| EA Personnel No: R1221302 | EA License No:02C4944 | HP 80381