Banking Personal Wealth Manager (Financial Advisory)

D L RESOURCES PTE LTD

Singapore, Singapore
Achieve individual sales targets
Provide financial advisory services
Adhere to regulatory compliance requirements
The role involves creating distinctive banking experiences for mass-market customers while providing expert financial advice on their wealth journey

Job Summary

  • The role involves creating distinctive banking experiences for mass-market customers while providing expert financial advice on their wealth journey.
  • Candidates will be responsible for developing deep client relationships and ensuring accurate completion of the entire sales and compliance process.
  • A structured training program is provided to help driven individuals leverage the bank's network to meet sales targets without prior experience.

Matching Summary

Match Score: 75

The role involves creating distinctive banking experiences for mass-market customers while providing expert financial advice on their wealth journey.

Skills & Requirements

Must-have

  • Achieve individual sales targets
  • Provide financial advisory services
  • Adhere to regulatory compliance requirements

Nice-to-have

  • Enjoy front line sales activities
  • Motivated by rewards and recognition
  • Desire fast track career progression

Key Requirements

  • Recognised university degree required
  • Results-oriented and self-driven mindset
  • Ability to achieve sales targets independently

Work Rights

Not specified

Tailored Resume

Cover Letter