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Financial Services Representative

2 months ago

Singapore PEOPLE PROFILERS PTE. LTD. Full time
Unlock Your Potential as a Relationship Associate

Join PEOPLE PROFILERS PTE. LTD. as a Relationship Associate and embark on a rewarding career in financial services. As a trusted Wealth Manager, you will guide clients in achieving their lifelong financial goals through holistic financial solutions.

Key Responsibilities:
  • Introduce and promote the Bank's suite of Bancassurance and Unit Trust products to clients
  • Access clients through branch walk-ins and the Bank's vast database
  • Conduct consultations in face-to-face, virtual, and/or phone settings
  • Identify shortfalls and gaps in clients' short- and long-term financial planning through a thorough fact-finding process
  • Recommend bespoke product solutions using the Bank's proprietary financial planning software
  • Achieve and exceed quarterly sales targets to receive commissions and qualify for incentives
  • Meet effort-based KPIs to qualify for career growth opportunities
Requirements:
  • Minimum local polytechnic diploma or degree and above in any discipline
  • Complete prerequisite CMFAS modules before commencement
  • Comfortable working 5.5 days a week (Monday to Friday and Saturday mornings)
What We Offer:
  • Extensive new entrant training program
  • Generous benefits, including up to 24 days of annual leave and flexi-benefits
  • Excellent career growth and internal mobility opportunities

Apply now and take the first step towards a fulfilling career in financial services.