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Banking and Wealth Expert

2 weeks ago

Singapore TALENTSIS PTE. LTD. Full time
Why Join Us
Talentsis Pte. Ltd. is a forward-thinking banking financial institution that is passionate about making a positive impact in the lives of our clients. Our team of experts is dedicated to delivering exceptional customer service and creating long-term value for our clients through sound financial planning and investment strategies.

Job Description
We are seeking a highly skilled Advisory Services Specialist to join our team. As a key member of our wealth management team, you will be responsible for providing financial planning advice to our customers, identifying suitable financial solutions to meet their goals, and delivering exceptional customer service. Your strong financial knowledge and excellent communication skills will enable you to provide tailored advice and guidance to our clients, ensuring they make informed decisions about their money.

Key Responsibilities:
  • To serve the individual retail customer and advise them on various personal banking and financial products and services offered by the bank.
  • You are expected to seek opportunities to engage customers through branch banking touch points, tele-appointments, and/or outreach programs.
  • You should possess sound financial knowledge and provide holistic financial planning advice to the customers. To identify suitable financial solutions offered by the bank to meet their financial goals.
  • You need to have a good understanding of the banking regulations and to adhere to the rules and guidelines when conducting business.
  • You should always conduct yourself professionally and deliver service standard as prescribed by the Bank service values.
  • You are expected to achieve a balanced scorecard set by the company.

Requirements:
  • A diploma/degree in any discipline. Fresh graduates are welcome to apply.
  • Good sense of urgency and willingness to work on a flexible schedule that includes weekends.
  • A passion for banking and wealth management.
  • Excellent communication and listening skills.
  • Confidence and presentation skills.
  • Ability to explain complex information clearly and simply.

Our Culture

We believe in fostering a culture that encourages collaboration, innovation, and continuous learning. Our team of experts is passionate about delivering exceptional customer service and creating long-term value for our clients through sound financial planning and investment strategies. If you are a motivated and results-driven individual who is passionate about banking and wealth management, we encourage you to apply for this exciting opportunity.