About this role
- Candidates without relevant experience are welcome to apply - Interested candidates may apply directly or reach out to our recruiters (Edwin Teo; EA Personnel No. R24123520; Whatsapp +65 8833 0192 ) - Perm Hire Directly With Singapore Local Bank Client - Open to Diploma / Degree Graduates without relevant work experience/certifications in wealth management - About the Department: The Retail function provides Personal and Business Banking customers with financial solutions tailored to their needs. We help them manage their money wisely and meet their financial goals through an extensive range of products and services. These include deposit, insurance, secured and unsecured loans, investment and wealth advisory services. - Personal Financial Services: We design and provide products and services that empower our customers to enjoy greater banking convenience while they extract more value from their money. In particular, we are focused on promoting and developing healthy saving and investment practices across generations. We are looking for driven individuals who... Enjoys front line sales Are motivated by rewards & recognition Desire fast track career progression With a structured training program provided, you will... Create distinctive banking experiences for our clients Provide expert financial advice on our clients' wealth journey Leverage on our Bank's network to meet and achieve sales targets Job Responsibilities As a Personal Wealth Executive within the Personal Banking business, you will be responsible for rendering financial advisory to 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) Job Requirements A recognised university degree 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
What they're looking for
Wealth ManagementSalesRegulatory ComplianceFinancial Planning
About D L Resources Pte Ltd
Industry: Information & communications
Frequently asked questions
What does a Banking Wealth Advisor (Bank Sector Client - Personal Financial Services) at D L Resources Pte Ltd do?
- Candidates without relevant experience are welcome to apply - Interested candidates may apply directly or reach out to our recruiters (Edwin Teo; EA Personnel No. R24123520; Whatsapp +65 8833 0192 ) - Perm Hire Directly With Singapore Local Bank Client - Open to Diploma / Degree Graduates without …
What skills does this Banking Wealth Advisor (Bank Sector Client - Personal Financial Services) role need?
Key skills for this role include Wealth Management, Sales, Regulatory Compliance, Financial Planning.
How much does a Banking Wealth Advisor (Bank Sector Client - Personal Financial Services) at D L Resources Pte Ltd pay?
This role lists a salary of S$3,000 – S$5,000 per month.
Is this Banking Wealth Advisor (Bank Sector Client - Personal Financial Services) role remote, hybrid, or on-site?
The listing is based in Islandwide. Check the posting for remote or hybrid options.
How do I apply for this Banking Wealth Advisor (Bank Sector Client - Personal Financial Services) role?
You can apply directly on D L Resources Pte Ltd's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.
