Wealth Management Banker: Leads, Training & Rewards

PEOPLE PROFILERS (SERVICES) PTE. LTD.; Singapore; On-site; SGD 41,000 - 49,000; Full time

Benefits offered by this job

Job summary

PEOPLE PROFILERS (SERVICES) PTE. LTD. in Singapore seeks a results-driven professional to promote a range of banking products, including Insurance, Unit Trust, and Deposit/Credit facilities, to existing and prospective customers.

You will upsell based on client needs and maintain long-term relationships through after-sales service, while complying with regulatory policies. The role offers a fixed monthly pay of at least SGD 4,000 plus incentives of SGD 0–5,000 or more, and comes with

Qualifications

• Diploma / Bachelor’s degree in any discipline.
• Passionate about wealth management and financial planning.
• Mature, pleasant, independent, self-motivated and highly sales and service-oriented.

Responsibilities

• Marketing and promoting a wide range of banking products and services, including Insurance, Unit Trust, and Deposit/Credit Facilities to existing and potential customers.
• Upselling/ Cross-selling of banking products based on customer needs
• Manage and build long term relationships with customers while conducting consistent after-sales services
• Adhere to the policies, regulatory risk and compliance

Skills

Sales skills

Wealth management interest

Communication

Self-motivated

Education

Diploma / Bachelor’s degree in any discipline

Job description

PEOPLE PROFILERS (SERVICES) PTE. LTD. in Singapore seeks a results-driven professional to promote a range of banking products, including Insurance, Unit Trust, and Deposit/Credit facilities, to existing and prospective customers.

You will upsell based on client needs and maintain long-term relationships through after-sales service, while complying with regulatory policies. The role offers a fixed monthly pay of at least SGD 4,000 plus incentives of SGD 0–5,000 or more, and comes with