wealth associate (bank, branch based) in Singapore River

posted
contact
chaileng lim, randstad
job type
permanent
salary
S$ 36,000 - S$ 50,000 per year

job details

posted
location
singapore river
specialism
insurance
job type
permanent
working hours
Full-Time
salary
S$ 36,000 - S$ 50,000 per year
reference number
91M0153564_1614247083
contact
chaileng lim, randstad
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job description

about the company
We are partnering with an established Retail Bank to recruit Wealth Planning Advisor. With strong branding and large customers base, our clients invest in high-tech digtal engagement, product innovation and train their relationship managers to leverage on these tools to help customers with wealth management and protection.

This is an excellent opportunity to embark on a banking career to gain the exposure of working in a large financial institutions, and develop your career which comes with attractive compensation and great benefits. Internal promotion and mobility are what makes this opportunity exciting if you are looking to build a career in Banking .

about the job

Provide support to customers on their financial queries and banking needs
- Give financial advice to clients by performing due diligence on their financial status and recommend suitable financial products such as Unit Trust, Insurance, Deposits and Loans
- Develop long term relationship with clients and get referrals
- Work closely with managers on portfolio analysis and sales training
- Tele-propsect and set up appointments

about the manager/team
You will work under the guidance and mentorship of an experienced sales manager, who will motivate, inspire, coach you to success. You can look forward to work with a group of co-workers who are self motivated and out-going.

skills and experience required

  • Min local diploma or degree in any discipline
  • Pleasant with a flair to meet people
  • Keen interest to learn about banking products and wealth accumulation
  • Eager to learn on the job and connect with people
  • Competitive salary and benefits

We have helped many candidates (>100) to successfully embarked their career in banking or supported them through this career switch. Many of them are successful bankers now, though they initially do not have any banking sales background .

Our consultants will guide you through the process and prepare you for the interview to excel!


To apply online please use the 'apply' function, alternatively you may contact Chai Leng at 65101460 or any of consultants in Randstad.
(EA: 94C3609/ R1108371 )



skills

sales and tele-prospect and customer service

qualification

Min local diploma or degree in any discpline

responsibilities

Provide holistic financial and wealth advisory to the bank's customers, and render support to customer's need in relation to banking and financial query.
With a wide range of products offering , you will cross-sell and recommend investment products to clients suitable to their needs. Attend product training by bank or fund/insurance firms to get the latest update .

educational requirements

Associate Degree/Diploma