Wealth Financial Adviser (Banking Client - Perm Hire)

D L RESOURCES PTE LTD; Singapore; On-site; SGD 30,000 - 40,000; Full time

Job summary

A leading bank in Singapore is looking for a Trainee Personal Wealth Executive to kickstart a career in banking and wealth management. The role involves providing banking solutions, enhancing client relationships, and achieving sales KPIs. Fresh graduates with a diploma or degree are encouraged to apply. A supportive team environment and comprehensive training are provided.

Benefits

Comprehensive training and development roadmap

Mentorship from experienced banking professionals

Opportunity for long-term career development

Qualifications

• Fresh graduates are encouraged to apply.
• Passionate in wealth management / investment sales / client engagement.
• Mature, pleasant, independent, self-motivated.

Responsibilities

• Responsible for marketing and promoting a wide range of banking products and services.
• Engage in cross-selling of other banking products based on customer needs.
• Manage and build long-term relationships with customers.

Skills

Fluent in English

Sales-oriented

Client engagement

Education

Diploma / Bachelor’s degree in any discipline

Job description

Banking Sector Client (About the Opportunity):

Are you a fresh diploma/degree graduate looking to kickstart a rewarding career in banking and personal wealth management? Join our client – a leading bank's Personal Financial Services team – and embark on a journey where you'll gain the skills, exposure, and certification required to become a trusted financial partner to individuals and families.

What You’ll Do:

As a Trainee Personal Wealth Executive, you will undergo structured training and mentorship to develop competencies in retail banking and wealth advisory. Upon completion of the onboarding program, you will:

• Assist customers with their daily banking needs and offer tailored financial solutions
• Build trusted relationships with customers to help them plan and achieve their financial goals
• Introduce banking products such as deposits, insurance, loans, and investment solutions
• Stay updated on banking trends, regulatory requirements, and financial products
• Work towards achieving service and sales KPIs in a customer-centric environment

Why Join Us:

• Comprehensive training and development roadmap
• Mentorship from experienced banking professionals
• Opportunity to build a long-term career in retail banking or wealth management
• Supportive team environment and performance-based progression

Job Responsibilities

• Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.
• Engage in cross-selling of other banking products based on customer needs
• Manage and build long term relationships with customers while conducting after-sales services
• Adhere to the policies, regulatory risk and compliance
• Will obtain the necessary recognized industry qualifications such as Capital Markets and Financial Advisory Services (CMFAS) Certifications

Job Requirements

• Fresh graduates are encouraged to apply
• Obtained a Diploma / Bachelor’s degree in any discipline
• Fluent in English, Mandarin, Malay, Tamil & Other Languages.
• Passionate in wealth management / investment sales / client engagement
• Mature, pleasant, independent, self-motivated and highly sales and service-oriented