Local Bank - Client Relationship Specialist
Must-have:FinTechSenior
About the company
π Local Bank - Basic Pay + Commission + Benefits! π
Your tasks
- πΌ The Role: Wealth Management. Your ambition, our platform. Join a leading bank where warm leads and unlimited earning potential await. Focus on managing wealth rather than hunting for clients.
π Responsibilities
- Provide holistic advice on investment and protection planning to an existing portfolio of bank customers to enhance their financial wellbeing.
- Analyze clientsβ financial needs and execute tailored sales strategies that add measurable value to their financial life.
- Establish and maintain trust by becoming the primary financial advisor for your branchβs customers, fostering long-term relationships.
Requirements
π― Required competencies and certifications
- Diploma qualification or higher, supporting the ability to deliver professional financial advisory services.
π― Preferred competencies and qualifications
- Proven track record in closing sales within insurance or financial advisory sectors.
- Strong communication skills demonstrated by simplifying complex financial concepts for clients.
- Passion for ethical wealth accumulation and client-centric financial planning.
What we offer
π° The Perks
- Stable monthly base salary combined with an attractive commission scheme rewarding performance.
- Access to a ready-made network of established bank customers, eliminating the need for cold calls or roadshows.
- Comprehensive corporate benefits including full medical coverage, paid leave, and employee perks.
- Clear career progression from Officer to Senior Wealth Manager within a prestigious financial institution.
How to apply
R24126412 l Deleon Ong
- EA: 23C1840
Other
- Location: Singapore
- Employment Type: Full-Time
- Industry: Banking & Wealth Management