Personal Wealth Banker (Perm Hire - Bank Sector Client: Singapore)

D L RESOURCES PTE LTD

Singapore
Fluent in english and local languages
Strong sales and service orientation
Ability to meet sales kpis
This role offers a structured training and mentorship program to develop competencies in retail banking and wealth advisory

Job Summary

  • This role offers a structured training and mentorship program to develop competencies in retail banking and wealth advisory.
  • The position involves building trusted relationships with customers to help them plan and achieve their financial goals through tailored solutions.
  • Employees will work towards achieving service and sales KPIs while obtaining necessary industry certifications like CMFAS.

Matching Summary

Match Score: 85

This role offers a structured training and mentorship program to develop competencies in retail banking and wealth advisory.

Skills & Requirements

Must-have

  • Fluent in English and local languages
  • Strong sales and service orientation
  • Ability to meet sales KPIs

Nice-to-have

  • Passion for wealth management
  • Self-motivated and independent
  • Mature and pleasant demeanor

Key Requirements

  • Diploma or Bachelor's degree in any discipline
  • Fluency in English, Mandarin, Malay, Tamil, or other languages
  • Willingness to obtain CMFAS Certifications

Work Rights

Not specified

Tailored Resume

Cover Letter