Wealth Planning Consultant ( Comprehensive Perm Benefits/Oversea Trip Award)

PERSOLKELLY Singapore Pte Ltd (Formerly Kelly Services Singapore Pte Ltd); Singapore; On-site; SGD 30,000 - 60,000; Full time

Job summary

An established industry player seeks a dedicated individual for a permanent position in retail banking. This role involves advising customers on personal banking and financial products, ensuring compliance with banking regulations, and delivering exceptional service. With a focus on sales and customer engagement, the position offers an attractive compensation package, including fixed allowances and performance-based incentives. Join a dynamic team where your contributions will be recognized, and explore opportunities for career growth while helping clients achieve their financial goals.

Benefits

Recognition Program for overseas travel

Fixed monthly allowance

Performance-based commission

Qualifications

• Possess a diploma/degree or equivalent experience.
• Sales driven with strong interest in banking and wealth management.

Responsibilities

• Serve retail customers and advise on banking products.
• Provide financial planning advice and identify suitable solutions.
• Engage customers through various banking touch points.

Skills

Sales Driven

Customer Service

Interpersonal Skills

Financial Planning

Banking Knowledge

Education

Diploma or Degree in any discipline

Job description

Overview:

• Permanent position with perks

• Recognition Program to travel oversea destinations

• Attractive basic with fixed monthly allowance + comm

Job Responsibilities:

• Serve retail customer and advise them on various personal banking and financial products and services based on their needs.

• Engage customers through branch banking touch points, tele-appointments, and/or outreach programs

• Provide financial planning advice to the customers and identify suitable financial solutions offered by the bank to meet their financial goals

• Have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business

• Professionally and deliver service standard as prescribed by the Bank service values

• Achieve a balanced scorecard set by the company

• Ability to execute ad hoc duties as assigned.

Job Requirement:

• Possess a diploma/ degree in any discipline or equivalent experience

• Sales driven, target, and result oriented

• Has strong interest for banking and wealth management

• Excellent customer focused mindset and strong interpersonal skills.

• Ability to explain complex information clearly and simply

Interested candidates may apply through the application system. Shortlisted candidates will be notified.

PERSOLKELLY Singapore Pte Ltd • RCB No. 200007268E

EA License No. 01C4394 • EA Registration No. R21101254 (Tay Khai Ven)

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