Wealth Advisor: Frontline Growth & Client Wealth

SUCCESS RESOURCE CENTRE PTE. LTD.; Singapore; On-site; SGD 2,500 - 4,200; Full time

Job summary

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring a Personal Wealth Executive to join our dynamic Personal Banking team in Singapore.

You will provide tailored financial advice, from loans and insurance to investments, and help clients grow their wealth while meeting individual sales targets. This permanent role offers training, a strong support network, and a pathway for rapid career progression. You will work at a bank branch location islandwide with hours aligned to retail banking, and a

Qualifications

• Minimum diploma holder with strong communication skills.
• Results oriented and driven to meet sales targets.
• Ability to build and manage client relationships.
• Knowledge of financial products is a plus.

Responsibilities

• Provide financial advisory and investment solutions to meet client needs.
• Develop and deepen relationships with assigned clients.
• Ensure advisory procedures and documentation comply with internal policies and regulations.

Skills

Results-oriented

Self-driven

Client management

Sales targets

Communication skills

Education

Diploma

Job description

SUCCESS RESOURCE CENTRE PTE. LTD. is hiring a Personal Wealth Executive to join our dynamic Personal Banking team in Singapore.

You will provide tailored financial advice, from loans and insurance to investments, and help clients grow their wealth while meeting individual sales targets. This permanent role offers training, a strong support network, and a pathway for rapid career progression. You will work at a bank branch location islandwide with hours aligned to retail banking, and a