Wealth Advisor (Banking)

PEOPLE PROFILERS (SERVICES) PTE. LTD.; Singapore; On-site; SGD 39,000 - 78,000; Full time

Job summary

People Profilers (Services) PTE. LTD. in Singapore seeks a financially oriented sales professional to achieve consistent sales performance and drive new business within the retail segment, while providing dedicated client services to branch clients.

The role requires presenting to prospective customers, offering advisory in line with bank compliance guidelines, and communicating effectively with stakeholders. Entry-level welcomed; local diploma or bachelor degree required.

Qualifications

• Local diploma or bachelor degree in any discipline.
• At least 1 year of financial advisory experience preferred.
• Entry level candidates are welcomed to apply.

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

Sales

Financial advisory

Client service

Communication

Education

Bachelor's degree

Diploma

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