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Personal Banker

2 months ago

Singapur, Singapore PIVOTAL CAREER SOLUTIONS PTE. LTD. Full time
Roles & Responsibilities

As a Personal Banker, you will be based at one of our island-wide Branches and will provide comprehensive, one-stop financial advisory services to customers through the active promotion and cross-selling of our full range of wealth management products that include insurance, loans, unit trusts and structured deposits. With an emphasis on consultative selling to meet customers’ needs, you will also proactively build and manage long-term customer relationship and provide good after-sales service to them.

  • Primarily serve individual retail customer and advise them on various personal banking and financial products and services.
  • Seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
  • Possess sound financial knowledge and provide holistic financial planning advice to customers.
  • Good understanding of banking regulations and to adhere to rules and guidelines when conducting business.
  • Always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
  • Achieve a balanced scorecard set by the company.

Tell employers what skills you have

Wealth Management
Customer Relationship
Microsoft Excel
Aftersales
Financial Planning
Interpersonal Skills
Loans
Selling
Retail Banking
Underwriting
Deposits
Banking
Financial Advisory
Unit Trusts
Customer Service
Branch Banking