Wealth Banker: Fixed Salary & Incentives

D L RESOURCES PTE LTD; Singapore; On-site; SGD 78,000 - 134,000; Full time

Benefits offered by this job

Fixed monthly salary

Performance incentives

Permanent employment

Medical benefits

Leave benefits

Structured onboarding and professional

Job summary

D L Resources PTE LTD in Singapore partners with leading banks to place wealth bankers and relationship managers. The role involves engaging bank clients, assessing financial goals, and recommending wealth and investment solutions, with a fixed monthly salary plus performance incentives.

Candidates from sales, banking, insurance, or financial services with a Polytechnic Diploma and strong communication skills are encouraged to apply.

Qualifications

• Experience in sales, insurance, banking, or financial services.
• Polytechnic Diploma or equivalent required.
• Strong communication and interpersonal skills.
• Customer-focused with results-driven mindset.
• Interest in wealth management and investment products.

Responsibilities

• Engage and manage relationships with existing bank customers.
• Assess financial goals and recommend wealth/investment solutions.
• Provide financial planning and advisory services.
• Review portfolios through regular client meetings.
• Collaborate with branch teams to meet sales objectives.

Skills

Relationship management

Sales

Customer service

Financial planning

Education

Polytechnic Diploma

Job description

D L Resources PTE LTD in Singapore partners with leading banks to place wealth bankers and relationship managers. The role involves engaging bank clients, assessing financial goals, and recommending wealth and investment solutions, with a fixed monthly salary plus performance incentives.

Candidates from sales, banking, insurance, or financial services with a Polytechnic Diploma and strong communication skills are encouraged to apply.