Wealth Planning Advisor - Retail Banking

PERSOL

Singapore

On-site

SGD 47,000 - 69,000

Full time

4 days ago

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Benefits offered by this job

Permanent position

Overseas travel recognition program

Fixed monthly allowance + commission

Job summary

PERSOL Singapore Pte Ltd is seeking a dedicated Personal Banking/Wealth Advisor to engage retail customers and tailor financial solutions in a branch setting. You will provide advisory services, conduct tele-appointments, and participate in outreach activities to meet client goals.

The role emphasizes sales targets, regulatory knowledge, and delivering high standards of customer service while supporting a recognition program that rewards top performers and includes a fixed monthly allowance plus

Qualifications

Diploma/degree in any discipline required or equivalent experience.
Sales driven, target and results oriented.
Strong interest in banking and wealth management.
Excellent customer-focused mindset and strong interpersonal skills.
Ability to explain complex information clearly and simply.

Responsibilities

Advise customers on personal banking and financial products and services based on their needs.
Engage customers through branch touchpoints, tele-appointments, and outreach programs.
Provide financial planning advice and identify suitable solutions to meet goals.
Understand banking regulations and adhere to guidelines when conducting business.
Deliver service standards as prescribed by Bank service values.