Wealth Manager (Financial Sector / Flexible Work Schedule)

Company’s Profile

As Asia’s Best Bank, our reputation tops the field, and we offer a comprehensive suite of innovative banking services and financial solutions to consumers. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money in order to achieve their life goals. Our products and services include loans, credit cards, investment and unit trusts, insurance, and priority banking.

Location: Various locations across Singapore (Will be allocated depending on your residential location or preference)

Responsibilities:

• Assist the individual retail customer and advise them on various personal banking and financial products and services offered.
• Seek for opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
• Possess sound financial knowledge and provide holistic financial planning advice to the customers.
• Identify suitable financial solutions offered to meet their financial goals.
• Have a good understanding of banking regulations and adhere to guidelines when conducting business.

Requirements:

• Min. Diploma/Degree in Business Management, Consumer Psychology or related fields
• Willingness to work on a flexible schedule (I.e., Occasional weekends to assist your sales)
• Prior experience as a sales personnel in banking or financial products is a great bonus
• Relevant financial certifications (I.e., M5, M9 etc) is a bonus but not a must. We will assist you to attain the certs if you do not have them.
• A passion for banking and wealth management
• Excellent communication and listening skills
• Confidence and presentation skills

Your recruiter for this job: WhatsApp Celine @ 6421 4966 for a quicker response.

Connect with me on LinkedIn: www.linkedin.com/in/your-recruiter-celine-chan

Celine Chan | R21103433

Talentsis Pte Ltd | EA No: 20C0312