
Drive Your Career Forward in Personal Banking
6 days ago
We are seeking a motivated and results-driven individual to join our team as a Personal Wealth Executive. This role offers a unique opportunity to develop and deepen relationships with clients, providing expert financial advice and investment solutions tailored to their needs.
About the Role:
In this challenging and rewarding position, you will be responsible for rendering financial advisory services to our mass-market customers, achieving individual sales targets while ensuring accurate and timely completion of the sales and compliance process.
Key Responsibilities:
- Provide prudent financial advisory and investment solutions to meet the financial planning needs and requirements of our clients
- Develop and deepen relationships with assigned clients
- Ensure proper advisory procedures and documentation while adhering to internal policies, business processes, and regulatory requirements
What We're Looking For:
A recognised university degree and excellent communication skills are essential for this role. You should be dynamic, self-driven, and able to work with minimal supervision. Additionally, proven ability to achieve sales targets is highly desirable.
Why Join Us?
We offer a structured training program to support your career growth and development. As a Personal Wealth Executive, you will have the opportunity to leverage our Bank's network to meet and achieve sales targets. Our focus on promoting healthy saving and investment practices across generations aligns with our commitment to empowering our clients to enjoy greater banking convenience while extracting more value from their money.
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