Wealth Banker: Leads, Fast-Track to Manager & Global Trips

PEOPLE PROFILERS PTE. LTD.; Singapore; On-site; SGD 43,000 - 100,000; Full time

Benefits offered by this job

Structured Paid Training

Overseas Incentive Trips

Staff Benefits

Job summary

PEOPLE PROFILERS PTE. LTD. in Singapore is recruiting for a financial sales role with bank-backed leads and fast-track progression. You will engage clients, profile needs, and offer wealth management solutions across protection, investment, retirement, and more.

Expect a competitive earning structure (base, allowances, and incentives) and structured training with potential overseas incentives, while meeting monthly targets in a regulated environment.

Qualifications

• Minimum age 21 plus Local Diploma or any Degree per MAS requirements.
• CMFAS certification is required after shortlisted (guidance provided).
• Sales-driven, client-focused, and willing to work 5.5 days per week.

Responsibilities

• Serve branch walk-in clients and tele-prospect assigned clients from the bank's database.
• Conduct financial profiling to understand client needs and goals.
• Provide wealth management solutions across protection, accumulation, retirement, investment and other banking products/services.
• Close cases to achieve monthly KPI and revenue targets and unlock commissions.
• Collaborate with product experts and use digital tools to deliver quality service.
• Ensure compliance with regulatory standards (training provided).

Skills

Sales discipline

Client-focused

Financial product knowledge

Communication skills

Walk-in client service

Education

CMFAS certification

Local Diploma or Degree

Tools

MAS / regulatory compliance knowledge

Job description

PEOPLE PROFILERS PTE. LTD. in Singapore is recruiting for a financial sales role with bank-backed leads and fast-track progression. You will engage clients, profile needs, and offer wealth management solutions across protection, investment, retirement, and more.

Expect a competitive earning structure (base, allowances, and incentives) and structured training with potential overseas incentives, while meeting monthly targets in a regulated environment.