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Personal Wealth Executive

1-4 Years
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Job Description

Job Title - Personal Wealth Executive

Job Type - Permanent with Client

Job Location - Singapore - Islandwide (closest branch to your home)

Working hours - As per bank branch working hours

Responsibilities:

  • As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to the bank's mass-market customers.
  • You are expected to achieve individual sales target while ensuring accurate and timely completion of the entire sales and compliance process.
  • Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of Bank's clients
  • Develop and deepen relationships with clients who have been assigned to you
  • Ensure proper advisory procedures and documentation while adhering to the Bank's internal policies, business processes and regulatory requirements (i.e. FAA and other related statutory Acts)

 

Requirements:

Minimum diploma

Results-oriented, dynamic and self-driven

Competent in engaging and managing internal and external clients

Proven ability to achieve sales target

Resourceful and able to work with minimal supervision

 

Nationality: Singaporean/PR only

More Info

Job Type:
Function:
Employment Type:
Open to candidates from:
Singaporean

About Company

Job ID: 146975251

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