Wealth Financial Adviser (Banking Client - Perm Hire)

D L RESOURCES PTE LTD

Singapore
Fluent in english, mandarin, malay, tamil
Fresh diploma or degree graduate
Sales and service-oriented mindset
This role offers a structured training and mentorship program for fresh graduates to become trusted financial partners

Job Summary

  • This role offers a structured training and mentorship program for fresh graduates to become trusted financial partners.
  • Responsibilities include assisting customers with daily banking needs, cross-selling products like insurance and investments, and achieving sales KPIs.
  • Employees will work towards obtaining necessary industry qualifications such as CMFAS Certifications while building a long-term career in retail banking.

Matching Summary

Match Score: 75

This role offers a structured training and mentorship program for fresh graduates to become trusted financial partners.

Skills & Requirements

Must-have

  • Fluent in English, Mandarin, Malay, Tamil
  • Fresh diploma or degree graduate
  • Sales and service-oriented mindset

Nice-to-have

  • Passion for wealth management and investment sales
  • Self-motivated and independent personality
  • Ability to build long-term customer relationships

Key Requirements

  • Diploma or Bachelor's degree in any discipline
  • CMFAS Certifications (Capital Markets and Financial Advisory Services)
  • Fluency in multiple local languages (English, Mandarin, Malay, Tamil)

Work Rights

Not specified

Tailored Resume

Cover Letter