Banking Wealth Management

3 weeks ago

Singapore D L RESOURCES PTE LTD Full time
Roles & Responsibilities

Banking Sector Client (About the Opportunity):

Are you a fresh diploma/degree graduate looking to kickstart a rewarding career in banking and personal wealth management? Join our client – a leading bank's Personal Financial Services team – and embark on a journey where you'll gain the skills, exposure, and certification required to become a trusted financial partner to individuals and families.

What You'll Do:

As a Trainee Personal Wealth Executive, you will undergo structured training and mentorship to develop competencies in retail banking and wealth advisory. Upon completion of the onboarding program, you will:

  • Assist customers with their daily banking needs and offer tailored financial solutions
  • Build trusted relationships with customers to help them plan and achieve their financial goals
  • Introduce banking products such as deposits, insurance, loans, and investment solutions
  • Stay updated on banking trends, regulatory requirements, and financial products
  • Work towards achieving service and sales KPIs in a customer-centric environment
Why Join Us:
  • Comprehensive training and development roadmap
  • Mentorship from experienced banking professionals
  • Opportunity to build a long-term career in retail banking or wealth management
  • Supportive team environment and performance-based progression
Job Responsibilities
  • Responsible for marketing and promoting a wide range of banking products and services, including Unit Trust, Insurance, and Deposits to our existing and potential customers.
  • Engage in cross-selling of other banking products based on customer needs
  • Manage and build long term relationships with customers while conducting after-sales services
  • Adhere to the policies, regulatory risk and compliance
  • Will obtain the necessary recognized industry qualifications such as Capital Markets and Financial Advisory Services (CMFAS) Certifications
Job Requirements
  • Fresh graduates are encouraged to apply
  • Obtained a Diploma / Bachelor's degree in any discipline
  • Fluent in English, Mandarin, Malay, Tamil & Other Languages.
  • Passionate in wealth management / investment sales / client engagement
  • Mature, pleasant, independent, self-motivated and highly sales and service-oriented
Tell employers what skills you have

Wealth Management
Aftersales
Wealth
Loans
Marketing
Mentorship
Retail Banking
Capital Markets
Compliance
Deposits
Banking
Financial Advisory
Regulatory Requirements
Tamil
Financial Services

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